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 | $13,894 |
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 | $482,153 | $101,317+375.9% | $146,958+228.1% | $74,495+547.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 25.11% | 8730.91%-8705.8pp | 418.34%-393.2pp | 1364.94%-1339.8pp |
| Employer contribution / active EE | $13,340 | $3,810+250.1% | $4,933+170.4% | $2,623+408.6% |
| Participant deferral / active EE | $14,843 | $7,303+103.2% | $8,070+83.9% | $4,346+241.6% |
| Admin fee / account holder | $29 | $1,739-98.3% | $12,998-99.8% | $1,942-98.5% |