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 | $26,372 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,000 |
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 | $87,182 | $62,127+40.3% | $81,382+7.1% | $74,495+17.0% |
| Participation rate | 93.6% | 64.0%+29.6pp | 69.5%+24.1pp | 67.2%+26.4pp |
| Annual return | 12.47% | 16.48%-4.0pp | 24.73%-12.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,029 | $1,882+7.8% | $2,463-17.6% | $2,623-22.6% |
| Participant deferral / active EE | $6,768 | $3,229+109.6% | $3,883+74.3% | $4,346+55.7% |
| Admin fee / account holder | $200 | $1,934-89.7% | $5,768-96.5% | $1,942-89.7% |