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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,338 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $179,792 | $160,882+11.8% | $200,582-10.4% | $102,872+74.8% |
| Participation rate | 86.2% | 91.2%-5.0pp | 86.9%-0.7pp | 73.0%+13.2pp |
| Annual return | 22.13% | 18.15%+4.0pp | 42.33%-20.2pp | 19.06%+3.1pp |
| Employer contribution / active EE | $1,476 | $5,602-73.7% | $6,419-77.0% | $3,526-58.2% |
| Participant deferral / active EE | $17,605 | $9,300+89.3% | $9,331+88.7% | $5,535+218.1% |
| Admin fee / account holder | $13 | $125-89.3% | $16,305-99.9% | $292-95.4% |