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 | $6,475 |
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 | $40,347 | $52,406-23.0% | $129,207-68.8% | $74,495-45.8% |
| Participation rate | 56.9% | 53.8%+3.1pp | 69.6%-12.7pp | 67.2%-10.3pp |
| Annual return | 14.91% | 15.66%-0.7pp | 9417.33%-9402.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $713 | $1,531-53.4% | $4,153-82.8% | $2,623-72.8% |
| Participant deferral / active EE | $3,099 | $2,794+10.9% | $4,168-25.6% | $4,346-28.7% |
| Admin fee / account holder | $49 | $2,633-98.1% | $7,715-99.4% | $1,942-97.5% |