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 | $456,978 |
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 | $197,108 | $167,668+17.6% | $100,391+96.3% | $106,382+85.3% |
| Participation rate | 97.4% | 87.6%+9.9pp | 81.5%+15.9pp | 69.9%+27.6pp |
| Annual return | 20.71% | 18.33%+2.4pp | 49.20%-28.5pp | 17.37%+3.3pp |
| Employer contribution / active EE | $11,440 | $4,908+133.1% | $3,942+190.2% | $3,364+240.1% |
| Participant deferral / active EE | $29,079 | $11,427+154.5% | $8,082+259.8% | $5,569+422.2% |
| Admin fee / account holder | $2 | $94-97.4% | $7,899-100.0% | $79-96.9% |