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 | $19,179 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $74,116 | $129,021-42.6% | $184,203-59.8% | $77,643-4.5% |
| Participation rate | 94.2% | 87.3%+6.9pp | 86.8%+7.4pp | 70.6%+23.7pp |
| Annual return | 10.85% | 33.27%-22.4pp | 28.81%-18.0pp | 31.24%-20.4pp |
| Employer contribution / active EE | $2,350 | $4,413-46.7% | $6,427-63.4% | $2,726-13.8% |
| Participant deferral / active EE | $3,731 | $7,297-48.9% | $9,131-59.1% | $4,647-19.7% |
| Admin fee / account holder | $64 | $254-75.0% | $13,901-99.5% | $430-85.2% |