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 | $240,249 |
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 | $338,449 | $171,977+96.8% | $200,582+68.7% | $140,769+140.4% |
| Participation rate | 95.9% | 93.2%+2.7pp | 86.9%+9.0pp | 74.2%+21.8pp |
| Annual return | 18.86% | 19.20%-0.3pp | 42.33%-23.5pp | 16.82%+2.0pp |
| Employer contribution / active EE | $7,141 | $6,031+18.4% | $6,419+11.2% | $3,906+82.8% |
| Participant deferral / active EE | $17,975 | $9,366+91.9% | $9,331+92.6% | $6,717+167.6% |
| Admin fee / account holder | $15 | $68-78.5% | $16,305-99.9% | $229-93.6% |