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 Service code 37 · EIN 04-2647786 | Loan Processing | $263,178 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $63,901 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,341 | $117,739-6.3% | $53,898+104.7% | $117,739-6.3% |
| Participation rate | 36.4% | 76.6%-40.2pp | 55.0%-18.5pp | 76.6%-40.2pp |
| Annual return | 14.86% | 17.29%-2.4pp | 528.60%-513.7pp | 17.29%-2.4pp |
| Employer contribution / active EE | $1,705 | $3,746-54.5% | $932+82.9% | $3,746-54.5% |
| Participant deferral / active EE | $3,033 | $6,128-50.5% | $1,826+66.1% | $6,128-50.5% |
| Admin fee / account holder | $78 | $112-29.8% | $2,491-96.8% | $112-29.8% |