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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $97,004 |
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 | $219,038 | $123,077+78.0% | $116,228+88.5% | $102,872+112.9% |
| Participation rate | 98.1% | 87.0%+11.1pp | 74.6%+23.5pp | 73.0%+25.1pp |
| Annual return | 32.42% | 15.84%+16.6pp | 90.06%-57.6pp | 19.06%+13.4pp |
| Employer contribution / active EE | $11,217 | $4,380+156.1% | $2,994+274.6% | $3,526+218.1% |
| Participant deferral / active EE | $20,872 | $6,746+209.4% | $4,953+321.4% | $5,535+277.1% |
| Admin fee / account holder | $43 | $115-62.9% | $11,989-99.6% | $292-85.4% |