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 | $28,156 |
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 | $64,322 | $62,688+2.6% | $178,014-63.9% | $77,671-17.2% |
| Participation rate | 43.3% | 66.9%-23.5pp | 77.1%-33.7pp | 70.6%-27.2pp |
| Annual return | 13.18% | 16.16%-3.0pp | 294.80%-281.6pp | 31.21%-18.0pp |
| Employer contribution / active EE | $785 | $1,912-58.9% | $3,950-80.1% | $2,726-71.2% |
| Participant deferral / active EE | $3,215 | $4,224-23.9% | $6,276-48.8% | $4,648-30.8% |
| Admin fee / account holder | $79 | $386-79.6% | $10,362-99.2% | $430-81.7% |