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 INSTITUTIONA Service code 37 · EIN 04-2647786 | Loan Processing | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,656 | $54,573+46.0% | $90,951-12.4% | $73,488+8.4% |
| Participation rate | 41.5% | 61.2%-19.6pp | 69.0%-27.5pp | 70.7%-29.1pp |
| Annual return | 27.62% | 16.69%+10.9pp | 134.60%-107.0pp | 28.51%-0.9pp |
| Employer contribution / active EE | $282 | $991-71.5% | $2,122-86.7% | $2,270-87.6% |
| Participant deferral / active EE | $1,512 | $2,517-39.9% | $3,373-55.2% | $3,740-59.6% |
| Admin fee / account holder | $35 | $521-93.3% | $5,959-99.4% | $513-93.2% |