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 | $5,040 |
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 | $43,485 | $62,624-30.6% | $177,989-75.6% | $77,643-44.0% |
| Participation rate | 76.5% | 66.8%+9.7pp | 77.1%-0.6pp | 70.6%+5.9pp |
| Annual return | 13.44% | 16.16%-2.7pp | 294.48%-281.0pp | 31.24%-17.8pp |
| Employer contribution / active EE | $635 | $1,909-66.7% | $3,949-83.9% | $2,726-76.7% |
| Participant deferral / active EE | $2,438 | $4,219-42.2% | $6,276-61.2% | $4,647-47.5% |
| Admin fee / account holder | $19 | $386-95.2% | $10,363-99.8% | $430-95.7% |