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 | $12,191 |
Annual investment return 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 | $35,612 | $108,549-67.2% | $156,263-77.2% | $85,563-58.4% |
| Participation rate | 89.0% | 77.1%+11.9pp | 78.9%+10.1pp | 66.0%+23.0pp |
| Annual return | 9.25% | 21.79%-12.5pp | 59.47%-50.2pp | 31.51%-22.3pp |
| Employer contribution / active EE | $1,270 | $2,690-52.8% | $4,333-70.7% | $2,654-52.2% |
| Participant deferral / active EE | $3,373 | $4,800-29.7% | $6,158-45.2% | $4,375-22.9% |
| Admin fee / account holder | $15 | $650-97.7% | $14,255-99.9% | $834-98.2% |