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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $19,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,869 | $107,624-71.3% | $76,735-59.8% | $103,975-70.3% |
| Participation rate | 43.7% | 70.3%-26.7pp | 69.5%-25.8pp | 72.5%-28.9pp |
| Annual return | 14.41% | 17.70%-3.3pp | 29.77%-15.4pp | 19.41%-5.0pp |
| Employer contribution / active EE | $328 | $4,589-92.9% | $2,454-86.6% | $3,722-91.2% |
| Participant deferral / active EE | $1,159 | $4,279-72.9% | $4,088-71.6% | $5,343-78.3% |
| Admin fee / account holder | $31 | $271-88.6% | $7,189-99.6% | $332-90.7% |