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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $30,836 |
Service code 27 · EIN 75-1832551 | Advisory (Plan) | $20,240 |
EGPS1 year Service code 10 · EIN 13-3180178 | Accounting | $10,480 |
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 | $44,642 | $50,820-12.2% | $155,567-71.3% | $77,671-42.5% |
| Participation rate | 67.4% | 63.1%+4.3pp | 78.2%-10.8pp | 70.6%-3.1pp |
| Annual return | 18.51% | 34.85%-16.3pp | 64.74%-46.2pp | 31.21%-12.7pp |
| Employer contribution / active EE | $1,486 | $1,993-25.4% | $4,674-68.2% | $2,726-45.5% |
| Participant deferral / active EE | $3,343 | $2,823+18.4% | $5,628-40.6% | $4,648-28.1% |
| Admin fee / account holder | $222 | $436-49.1% | $15,916-98.6% | $430-48.5% |