Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $24,635 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,150 | $89,465-22.7% | $164,866-58.1% | $77,671-11.0% |
| Participation rate | 66.5% | 78.6%-12.1pp | 78.6%-12.1pp | 70.6%-4.1pp |
| Annual return | 10.96% | 28.81%-17.8pp | 69.97%-59.0pp | 31.21%-20.2pp |
| Employer contribution / active EE | $1,809 | $2,568-29.5% | $4,343-58.3% | $2,726-33.6% |
| Participant deferral / active EE | $3,779 | $4,897-22.8% | $6,033-37.4% | $4,648-18.7% |
| Admin fee / account holder | $99 | $340-70.8% | $12,689-99.2% | $430-77.0% |