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 INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $181,392 |
ALIGHT SOLUTIONS LLC1 year Service code 49 · EIN 36-2235791 | Other Services | $6,212 |
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,215 | $105,247-71.3% | $87,100-65.3% | $77,787-61.2% |
| Participation rate | 94.6% | 85.8%+8.8pp | 76.9%+17.8pp | 73.2%+21.4pp |
| Annual return | 20.73% | 24.52%-3.8pp | 28.19%-7.5pp | 32.57%-11.8pp |
| Employer contribution / active EE | $2,472 | $2,895-14.6% | $2,521-2.0% | $2,504-1.3% |
| Participant deferral / active EE | $1,779 | $5,060-64.9% | $4,049-56.1% | $3,967-55.2% |
| Admin fee / account holder | $77 | $104-26.8% | $7,497-99.0% | $100-23.5% |