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 | $52,894 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,764 | $106,028+154.4% | $146,958+83.6% | $77,643+247.4% |
| Participation rate | 94.0% | 78.4%+15.6pp | 82.2%+11.9pp | 70.6%+23.4pp |
| Annual return | 28.87% | 56.73%-27.9pp | 418.34%-389.5pp | 31.24%-2.4pp |
| Employer contribution / active EE | $8,842 | $4,063+117.6% | $4,933+79.2% | $2,726+224.4% |
| Participant deferral / active EE | $11,864 | $7,990+48.5% | $8,070+47.0% | $4,647+155.3% |
| Admin fee / account holder | $181 | $337-46.3% | $12,998-98.6% | $430-57.9% |