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 OPERS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $42,019 |
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 | $103,489 | $89,274+15.9% | $149,718-30.9% | $77,958+32.7% |
| Participation rate | 93.0% | 87.6%+5.4pp | 87.1%+6.0pp | 71.6%+21.4pp |
| Annual return | 17.14% | 20.36%-3.2pp | 1501.63%-1484.5pp | 20.87%-3.7pp |
| Employer contribution / active EE | $3,354 | $3,727-10.0% | $5,445-38.4% | $2,310+45.2% |
| Participant deferral / active EE | $5,550 | $5,382+3.1% | $6,569-15.5% | $3,537+56.9% |
| Admin fee / account holder | $9 | $240-96.2% | $11,283-99.9% | $97-90.7% |