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 | $920,692 |
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 | $243,549 | $140,769+73.0% | $101,326+140.4% | $140,769+73.0% |
| Participation rate | 97.5% | 74.2%+23.4pp | 81.5%+16.0pp | 74.2%+23.4pp |
| Annual return | 24.37% | 16.82%+7.5pp | 36.82%-12.4pp | 16.82%+7.5pp |
| Employer contribution / active EE | $12,384 | $3,906+217.1% | $3,665+237.9% | $3,906+217.1% |
| Participant deferral / active EE | $32,253 | $6,717+380.2% | $7,994+303.5% | $6,717+380.2% |
| Admin fee / account holder | $4 | $229-98.1% | $11,185-100.0% | $229-98.1% |