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 | $42,995 |
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 | $9,315 | $31,741-70.7% | $56,441-83.5% | $199,768-95.3% |
| Participation rate | 67.1% | 32.3%+34.7pp | 52.5%+14.6pp | 72.0%-5.0pp |
| Annual return | 14.21% | 14.72%-0.5pp | 1704.21%-1690.0pp | 34.26%-20.1pp |
| Employer contribution / active EE | $123 | $508-75.8% | $1,039-88.2% | $3,037-96.0% |
| Participant deferral / active EE | $939 | $1,184-20.7% | $1,953-51.9% | $5,090-81.6% |
| Admin fee / account holder | $32 | $426-92.4% | $2,829-98.9% | $269-88.0% |