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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,563 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,090 | $110,299-77.3% | $102,423-75.5% | $199,593-87.4% |
| Participation rate | 90.1% | 86.3%+3.8pp | 76.5%+13.6pp | 72.0%+18.1pp |
| Annual return | 16.12% | 35.73%-19.6pp | 29.32%-13.2pp | 34.25%-18.1pp |
| Employer contribution / active EE | $1,080 | $3,603-70.0% | $3,023-64.3% | $3,034-64.4% |
| Participant deferral / active EE | $4,597 | $6,376-27.9% | $5,053-9.0% | $5,087-9.6% |
| Admin fee / account holder | $18 | $122-85.1% | $9,451-99.8% | $269-93.2% |