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 | -$128,249 |
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 | $287,312 | $122,693+134.2% | $184,203+56.0% | $199,593+43.9% |
| Participation rate | 87.4% | 86.8%+0.6pp | 86.8%+0.6pp | 72.0%+15.5pp |
| Annual return | 20.26% | 143.91%-123.6pp | 28.81%-8.5pp | 34.25%-14.0pp |
| Employer contribution / active EE | $5,445 | $4,584+18.8% | $6,427-15.3% | $3,034+79.5% |
| Participant deferral / active EE | $13,839 | $7,990+73.2% | $9,131+51.6% | $5,087+172.1% |
| Admin fee / account holder | -$85 | $121-170.3% | $13,901-100.6% | $269-131.5% |