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 | $116,081-69.3% | $156,181-77.2% | $79,634-55.3% |
| Participation rate | 89.0% | 75.6%+13.4pp | 78.8%+10.2pp | 62.5%+26.5pp |
| Annual return | 9.25% | 15.89%-6.6pp | 64.87%-55.6pp | 36.46%-27.2pp |
| Employer contribution / active EE | $1,270 | $2,828-55.1% | $4,294-70.4% | $2,529-49.8% |
| Participant deferral / active EE | $3,373 | $4,584-26.4% | $6,132-45.0% | $3,835-12.0% |
| Admin fee / account holder | $15 | $854-98.2% | $14,586-99.9% | $1,002-98.5% |