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 | $5,069 |
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 | $90,383 | $54,193+66.8% | $93,606-3.4% | $77,643+16.4% |
| Participation rate | 38.6% | 63.9%-25.3pp | 68.7%-30.1pp | 70.6%-32.0pp |
| Annual return | 21.10% | 30.54%-9.4pp | 133.20%-112.1pp | 31.24%-10.1pp |
| Employer contribution / active EE | $758 | $1,168-35.1% | $2,420-68.7% | $2,726-72.2% |
| Participant deferral / active EE | $3,072 | $3,144-2.3% | $4,411-30.4% | $4,647-33.9% |
| Admin fee / account holder | $15 | $576-97.3% | $8,285-99.8% | $430-96.4% |