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 | $30,517 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,394 | $50,815+5.1% | $155,509-65.7% | $77,643-31.2% |
| Participation rate | 95.0% | 63.1%+31.9pp | 78.2%+16.8pp | 70.6%+24.4pp |
| Annual return | 12.75% | 34.80%-22.1pp | 64.67%-51.9pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,198 | $1,993+10.3% | $4,672-53.0% | $2,726-19.4% |
| Participant deferral / active EE | $3,247 | $2,822+15.1% | $5,626-42.3% | $4,647-30.1% |
| Admin fee / account holder | $44 | $437-89.9% | $15,912-99.7% | $430-89.7% |