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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $209,227 |
MOSS ADAMS LLP8 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $32,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,041 | $106,584+136.5% | $101,326+148.7% | $142,382+77.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 16.57% | 36.93%-20.4pp | 36.82%-20.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $512,518 | $3,956+12855.8% | $3,665+13883.1% | $4,299+11821.5% |
| Participant deferral / active EE | $2,186,468 | $8,297+26252.1% | $7,994+27251.5% | $6,507+33500.7% |
| Admin fee / account holder | $107 | $11,446-99.1% | $11,185-99.0% | $12,624-99.2% |