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 | $54,298 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,000 |
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 | $85,276 | $106,028-19.6% | $146,958-42.0% | $77,643+9.8% |
| Participation rate | 39.8% | 78.4%-38.5pp | 82.2%-42.3pp | 70.6%-30.7pp |
| Annual return | 14.63% | 56.73%-42.1pp | 418.34%-403.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $2,249 | $4,063-44.7% | $4,933-54.4% | $2,726-17.5% |
| Participant deferral / active EE | $4,422 | $7,990-44.7% | $8,070-45.2% | $4,647-4.8% |
| Admin fee / account holder | $273 | $337-19.2% | $12,998-97.9% | $430-36.6% |