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 | $73,294 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 16 · EIN 26-0058143 | Consulting | $67,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,241 | $89,436-38.2% | $164,813-66.5% | $77,643-28.9% |
| Participation rate | 86.3% | 78.6%+7.7pp | 78.6%+7.7pp | 70.6%+15.7pp |
| Annual return | 16.14% | 28.83%-12.7pp | 69.93%-53.8pp | 31.24%-15.1pp |
| Employer contribution / active EE | $3 | $2,569-99.9% | $4,341-99.9% | $2,726-99.9% |
| Participant deferral / active EE | $4,963 | $4,897+1.3% | $6,031-17.7% | $4,647+6.8% |
| Admin fee / account holder | $173 | $339-49.2% | $12,690-98.6% | $430-59.9% |