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 | $16,211 |
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 | $69,221 | $71,964-3.8% | $167,512-58.7% | $85,563-19.1% |
| Participation rate | 40.2% | 61.0%-20.8pp | 77.1%-36.9pp | 66.0%-25.8pp |
| Annual return | 18.56% | 18.83%-0.3pp | 1615.79%-1597.2pp | 31.51%-13.0pp |
| Employer contribution / active EE | $729 | $1,875-61.1% | $3,882-81.2% | $2,654-72.5% |
| Participant deferral / active EE | $2,900 | $4,110-29.4% | $6,405-54.7% | $4,375-33.7% |
| Admin fee / account holder | $41 | $815-95.0% | $9,769-99.6% | $834-95.1% |