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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,178 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $298,156 | $119,446+149.6% | $150,045+98.7% | $85,563+248.5% |
| Participation rate | 98.9% | 75.4%+23.5pp | 82.3%+16.6pp | 66.0%+32.9pp |
| Annual return | 63.30% | 23.72%+39.6pp | 62.55%+0.7pp | 31.51%+31.8pp |
| Employer contribution / active EE | $952 | $4,078-76.6% | $4,693-79.7% | $2,654-64.1% |
| Participant deferral / active EE | $7,000 | $7,985-12.3% | $7,997-12.5% | $4,375+60.0% |
| Admin fee / account holder | $12 | $548-97.9% | $13,435-99.9% | $834-98.6% |