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 | $162,419 |
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 | $76,768 | $106,028-27.6% | $146,958-47.8% | $77,643-1.1% |
| Participation rate | 97.5% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+26.9pp |
| Annual return | 16.77% | 56.73%-40.0pp | 418.34%-401.6pp | 31.24%-14.5pp |
| Employer contribution / active EE | $3,189 | $4,063-21.5% | $4,933-35.4% | $2,726+17.0% |
| Participant deferral / active EE | $10,219 | $7,990+27.9% | $8,070+26.6% | $4,647+119.9% |
| Admin fee / account holder | $133 | $337-60.5% | $12,998-99.0% | $430-69.0% |