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 | $3,858 |
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 | $151,049 | $89,465+68.8% | $164,866-8.4% | $77,671+94.5% |
| Participation rate | 44.0% | 78.6%-34.7pp | 78.6%-34.6pp | 70.6%-26.6pp |
| Annual return | 12.96% | 28.81%-15.8pp | 69.97%-57.0pp | 31.21%-18.2pp |
| Employer contribution / active EE | $1,203 | $2,568-53.1% | $4,343-72.3% | $2,726-55.9% |
| Participant deferral / active EE | $4,733 | $4,897-3.3% | $6,033-21.5% | $4,648+1.8% |
| Admin fee / account holder | $43 | $340-87.2% | $12,689-99.7% | $430-89.9% |