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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $2,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,484 | $43,423-9.1% | $78,689-49.8% | $55,167-28.4% |
| Participation rate | 53.4% | 68.0%-14.6pp | 73.6%-20.2pp | 69.0%-15.6pp |
| Annual return | 11.00% | 11.53%-0.5pp | 62.18%-51.2pp | 169.23%-158.2pp |
| Employer contribution / active EE | $800 | $1,997-59.9% | $2,851-71.9% | $1,963-59.3% |
| Participant deferral / active EE | $2,259 | $2,509-10.0% | $3,517-35.8% | $3,054-26.0% |
| Admin fee / account holder | $25 | $416-94.0% | $4,510-99.4% | $504-95.0% |