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 | $48,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,694 | $35,197-72.5% | $53,898-82.0% | $102,872-90.6% |
| Participation rate | 69.7% | 29.6%+40.1pp | 55.0%+14.7pp | 73.0%-3.4pp |
| Annual return | 20.89% | 17.55%+3.3pp | 528.60%-507.7pp | 19.06%+1.8pp |
| Employer contribution / active EE | $164 | $713-76.9% | $932-82.4% | $3,526-95.3% |
| Participant deferral / active EE | $953 | $1,333-28.5% | $1,826-47.8% | $5,535-82.8% |
| Admin fee / account holder | $30 | $834-96.4% | $2,491-98.8% | $292-89.8% |