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 | $52,286 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $52,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,731 | $92,055-6.9% | $106,213-19.3% | $77,643+10.4% |
| Participation rate | 56.2% | 81.0%-24.9pp | 75.3%-19.1pp | 70.6%-14.4pp |
| Annual return | 16.17% | 17.91%-1.7pp | 116.14%-100.0pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,447 | $3,367-57.0% | $3,171-54.4% | $2,726-46.9% |
| Participant deferral / active EE | $3,128 | $5,386-41.9% | $5,016-37.6% | $4,647-32.7% |
| Admin fee / account holder | $143 | $219-34.6% | $11,033-98.7% | $430-66.7% |