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 | $13,077 |
PYA, P.C.7 years Service code 10 · EIN 62-1517792 | Accounting | $11,118 |
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 | $64,075 | $50,815+26.1% | $155,509-58.8% | $77,643-17.5% |
| Participation rate | 48.4% | 63.1%-14.7pp | 78.2%-29.8pp | 70.6%-22.1pp |
| Annual return | 15.08% | 34.80%-19.7pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $719 | $1,993-63.9% | $4,672-84.6% | $2,726-73.6% |
| Participant deferral / active EE | $2,016 | $2,822-28.6% | $5,626-64.2% | $4,647-56.6% |
| Admin fee / account holder | $41 | $437-90.6% | $15,912-99.7% | $430-90.4% |