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 | $1,180,215 |
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 | $23,246 | $57,150-59.3% | $93,606-75.2% | $106,382-78.1% |
| Participation rate | 73.0% | 49.1%+23.9pp | 68.7%+4.2pp | 69.9%+3.1pp |
| Annual return | 17.24% | 15.81%+1.4pp | 133.20%-116.0pp | 17.37%-0.1pp |
| Employer contribution / active EE | $975 | $1,015-4.0% | $2,420-59.7% | $3,364-71.0% |
| Participant deferral / active EE | $1,841 | $1,853-0.6% | $4,411-58.3% | $5,569-66.9% |
| Admin fee / account holder | $46 | $64-29.0% | $8,285-99.4% | $79-42.3% |