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 60 · EIN 04-2647786 | Sub-TA Fees | $113,005 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,548 | $110,299-59.6% | $102,423-56.5% | $199,593-77.7% |
| Participation rate | 91.3% | 86.3%+5.0pp | 76.5%+14.8pp | 72.0%+19.3pp |
| Annual return | 12.53% | 35.73%-23.2pp | 29.32%-16.8pp | 34.25%-21.7pp |
| Employer contribution / active EE | $1,537 | $3,603-57.3% | $3,023-49.1% | $3,034-49.3% |
| Participant deferral / active EE | $3,756 | $6,376-41.1% | $5,053-25.7% | $5,087-26.2% |
| Admin fee / account holder | $68 | $122-44.3% | $9,451-99.3% | $269-74.7% |