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 | $43,308 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,123 | $82,917-83.0% | $103,333-86.3% | $77,643-81.8% |
| Participation rate | 98.8% | 71.6%+27.3pp | 74.5%+24.3pp | 70.6%+28.3pp |
| Annual return | 13.14% | 19.13%-6.0pp | 24.88%-11.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $3,422 | $3,552-3.6% | $3,868-11.5% | $2,726+25.5% |
| Participant deferral / active EE | $1,577 | $4,108-61.6% | $5,057-68.8% | $4,647-66.1% |
| Admin fee / account holder | $41 | $638-93.6% | $8,355-99.5% | $430-90.5% |