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 | $1,525 |
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 | $85,720 | $101,499-15.5% | $147,005-41.7% | $74,546+15.0% |
| Participation rate | 90.3% | 75.5%+14.8pp | 82.2%+8.1pp | 67.2%+23.1pp |
| Annual return | 13.67% | 8732.34%-8718.7pp | 418.76%-405.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $1,572 | $3,811-58.8% | $4,934-68.1% | $2,624-40.1% |
| Participant deferral / active EE | $6,543 | $7,304-10.4% | $8,070-18.9% | $4,347+50.5% |
| Admin fee / account holder | $9 | $1,748-99.5% | $13,006-99.9% | $1,944-99.5% |