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 | $37,519 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,410 |
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 | $73,165 | $59,054+23.9% | $97,226-24.7% | $77,643-5.8% |
| Participation rate | 54.0% | 67.9%-13.9pp | 72.7%-18.7pp | 70.6%-16.6pp |
| Annual return | 13.29% | 16.96%-3.7pp | 75.13%-61.8pp | 31.24%-18.0pp |
| Employer contribution / active EE | $577 | $1,742-66.9% | $2,729-78.8% | $2,726-78.8% |
| Participant deferral / active EE | $1,974 | $3,930-49.8% | $4,264-53.7% | $4,647-57.5% |
| Admin fee / account holder | $102 | $346-70.5% | $5,654-98.2% | $430-76.3% |