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 | -$282,250 |
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 | $87,106 | $44,897+94.0% | $84,966+2.5% | $199,593-56.4% |
| Participation rate | 98.0% | 45.7%+52.3pp | 67.5%+30.5pp | 72.0%+26.0pp |
| Annual return | 21.31% | 20.96%+0.4pp | 66.38%-45.1pp | 34.25%-12.9pp |
| Employer contribution / active EE | $4,859 | $1,365+255.9% | $2,727+78.2% | $3,034+60.1% |
| Participant deferral / active EE | $16,953 | $2,668+535.4% | $4,519+275.1% | $5,087+233.3% |
| Admin fee / account holder | -$43 | $584-107.4% | $6,149-100.7% | $269-116.1% |