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 |
|---|---|---|
Filed as: FIDELITY INV INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $813 |
Filed as: MML INVESTOR SERVICES LLC Service code 61 · EIN 04-1590850 | Finders' fees / placement fees | $0 |
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 | $73,918 | $78,422-5.7% | $95,952-23.0% | $79,858-7.4% |
| Participation rate | 82.6% | 73.5%+9.1pp | 77.1%+5.5pp | 69.6%+13.0pp |
| Annual return | 12.51% | 19.37%-6.9pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $900 | $1,945-53.7% | $2,541-64.6% | $2,471-63.6% |
| Participant deferral / active EE | $3,165 | $3,440-8.0% | $4,167-24.0% | $3,740-15.4% |
| Admin fee / account holder | $10 | $5,622-99.8% | $6,795-99.9% | $5,306-99.8% |