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 | -$371 |
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 | $140,909 | $54,517+158.5% | $75,972+85.5% | $74,495+89.2% |
| Participation rate | 70.1% | 60.3%+9.8pp | 69.1%+1.1pp | 67.2%+2.9pp |
| Annual return | 19.89% | 31.82%-11.9pp | 359.55%-339.7pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $802 | $1,777-54.9% | $2,685-70.1% | $2,623-69.4% |
| Participant deferral / active EE | $3,857 | $3,066+25.8% | $4,255-9.4% | $4,346-11.2% |
| Admin fee / account holder | $4 | $2,229-99.8% | $6,467-99.9% | $1,942-99.8% |