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 | $43,468 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,340 | $89,436+192.2% | $164,813+58.6% | $77,643+236.6% |
| Participation rate | 82.0% | 78.6%+3.4pp | 78.6%+3.4pp | 70.6%+11.5pp |
| Annual return | 20.05% | 28.83%-8.8pp | 69.93%-49.9pp | 31.24%-11.2pp |
| Employer contribution / active EE | $7,140 | $2,569+178.0% | $4,341+64.5% | $2,726+162.0% |
| Participant deferral / active EE | $14,585 | $4,897+197.8% | $6,031+141.8% | $4,647+213.8% |
| Admin fee / account holder | $87 | $339-74.3% | $12,690-99.3% | $430-79.7% |