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 | $21,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,141 | $48,698-21.7% | $93,606-59.3% | $199,593-80.9% |
| Participation rate | 50.8% | 63.5%-12.7pp | 68.7%-17.9pp | 72.0%-21.2pp |
| Annual return | 11.60% | 15.34%-3.7pp | 133.20%-121.6pp | 34.25%-22.7pp |
| Employer contribution / active EE | $960 | $1,135-15.4% | $2,420-60.3% | $3,034-68.4% |
| Participant deferral / active EE | $1,664 | $2,817-40.9% | $4,411-62.3% | $5,087-67.3% |
| Admin fee / account holder | $17 | $195-91.2% | $8,285-99.8% | $269-93.6% |