See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $45,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,116 | $47,456-63.9% | $172,739-90.1% | $77,787-78.0% |
| Participation rate | 53.9% | 66.3%-12.4pp | 82.6%-28.7pp | 73.2%-19.3pp |
| Annual return | 29.79% | 35.57%-5.8pp | 802.84%-773.0pp | 32.57%-2.8pp |
| Employer contribution / active EE | $637 | $1,574-59.5% | $5,143-87.6% | $2,504-74.6% |
| Participant deferral / active EE | $2,092 | $2,560-18.3% | $5,198-59.8% | $3,967-47.3% |
| Admin fee / account holder | $54 | $81-32.8% | $13,954-99.6% | $100-45.7% |