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 | $15,823 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,974 |
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 | $196,177 | $62,127+215.8% | $81,382+141.1% | $74,495+163.3% |
| Participation rate | 67.0% | 64.0%+2.9pp | 69.5%-2.5pp | 67.2%-0.2pp |
| Annual return | 12.65% | 16.48%-3.8pp | 24.73%-12.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $816 | $1,882-56.6% | $2,463-66.9% | $2,623-68.9% |
| Participant deferral / active EE | $7,406 | $3,229+129.4% | $3,883+90.7% | $4,346+70.4% |
| Admin fee / account holder | $106 | $1,934-94.5% | $5,768-98.2% | $1,942-94.5% |