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 | $73,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported that benefits due were not provided when due.
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 | $60,639 | $130,267-53.4% | $145,661-58.4% | $102,872-41.1% |
| Participation rate | 60.0% | 83.3%-23.3pp | 77.2%-17.2pp | 73.0%-13.0pp |
| Annual return | 21.67% | 17.79%+3.9pp | 101.46%-79.8pp | 19.06%+2.6pp |
| Employer contribution / active EE | $0 | $4,061-100.0% | $4,238-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $6,244 | $6,550-4.7% | $7,198-13.3% | $5,535+12.8% |
| Admin fee / account holder | $22 | $396-94.4% | $12,466-99.8% | $292-92.4% |