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 | $1,863 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $99,171 | $79,171+25.3% | $102,423-3.2% | $74,495+33.1% |
| Participation rate | 78.5% | 74.8%+3.7pp | 76.5%+2.0pp | 67.2%+11.3pp |
| Annual return | 14.87% | 54.93%-40.1pp | 29.32%-14.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,293 | $2,362-3.0% | $3,023-24.2% | $2,623-12.6% |
| Participant deferral / active EE | $3,715 | $4,415-15.8% | $5,053-26.5% | $4,346-14.5% |
| Admin fee / account holder | $53 | $2,001-97.4% | $9,451-99.4% | $1,942-97.3% |