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 | $364,005 |
Service code 16 · EIN 33-0818667 | Consulting | $112,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $81,730 | $41,510+96.9% | $84,966-3.8% | $99,062-17.5% |
| Participation rate | 59.8% | 35.3%+24.6pp | 67.5%-7.7pp | 71.6%-11.8pp |
| Annual return | 17.10% | 17.38%-0.3pp | 66.38%-49.3pp | 17.66%-0.6pp |
| Employer contribution / active EE | $2,101 | $1,137+84.7% | $2,727-22.9% | $3,262-35.6% |
| Participant deferral / active EE | $6,624 | $2,246+194.9% | $4,519+46.6% | $5,331+24.2% |
| Admin fee / account holder | $76 | $175-56.7% | $6,149-98.8% | $109-30.3% |