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 INSTITUTIONAL11+ years Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $151,097 |
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.
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 | $41,381 | $128,899-67.9% | $113,168-63.4% | $102,872-59.8% |
| Participation rate | 81.5% | 87.0%-5.5pp | 76.6%+5.0pp | 73.0%+8.5pp |
| Annual return | 15.63% | 15.88%-0.3pp | 24.27%-8.6pp | 19.06%-3.4pp |
| Employer contribution / active EE | $2,654 | $3,713-28.5% | $2,975-10.8% | $3,526-24.7% |
| Participant deferral / active EE | $2,079 | $6,787-69.4% | $5,107-59.3% | $5,535-62.4% |
| Admin fee / account holder | $65 | $129-49.5% | $12,068-99.5% | $292-77.6% |