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 | $260,752 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $74,915 |
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 | $66,259 | $99,062-33.1% | $81,812-19.0% | $99,062-33.1% |
| Participation rate | 60.5% | 71.6%-11.1pp | 72.3%-11.8pp | 71.6%-11.1pp |
| Annual return | 15.72% | 17.66%-1.9pp | 773.79%-758.1pp | 17.66%-1.9pp |
| Employer contribution / active EE | $1,756 | $3,262-46.2% | $2,912-39.7% | $3,262-46.2% |
| Participant deferral / active EE | $4,254 | $5,331-20.2% | $4,319-1.5% | $5,331-20.2% |
| Admin fee / account holder | $58 | $109-46.8% | $7,386-99.2% | $109-46.8% |