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 4-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 |
|---|---|---|
Filed as: FIDELITY INV INSTIT OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $345,507 |
MERCER1+ years Service code 16 · EIN 30-0282430 | Consulting | $87,513 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $42,800 |
WILLIS TOWERS WATSON US LLC1+ years Service code 16 · EIN 53-0181291 | Consulting | $9,848 |
Filed as: FIDELITY INV INST OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
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 | $122,908 | $130,141-5.6% | $86,677+41.8% | $77,904+57.8% |
| Participation rate | 65.0% | 85.9%-21.0pp | 76.6%-11.6pp | 73.7%-8.7pp |
| Annual return | -15.57% | -12.75%-2.8pp | 35.91%-51.5pp | 12.21%-27.8pp |
| Employer contribution / active EE | $2,824 | $3,220-12.3% | $2,836-0.5% | $2,848-0.8% |
| Participant deferral / active EE | $5,223 | $5,757-9.3% | $4,656+12.2% | $4,806+8.7% |
| Admin fee / account holder | $87 | $132-34.1% | $7,493-98.8% | $133-34.5% |