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 | $41,660 |
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 | $112,179 | $95,776+17.1% | $162,163-30.8% | $77,787+44.2% |
| Participation rate | 95.0% | 88.6%+6.4pp | 87.6%+7.5pp | 73.2%+21.8pp |
| Annual return | 22.79% | 37.03%-14.2pp | 115.59%-92.8pp | 32.57%-9.8pp |
| Employer contribution / active EE | $3,888 | $3,874+0.4% | $5,614-30.7% | $2,504+55.2% |
| Participant deferral / active EE | $6,767 | $6,125+10.5% | $7,298-7.3% | $3,967+70.6% |
| Admin fee / account holder | $8 | $88-90.3% | $10,843-99.9% | $100-91.5% |