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 | $169,279 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,597 | $122,186-20.9% | $146,958-34.3% | $199,593-51.6% |
| Participation rate | 94.6% | 78.3%+16.3pp | 82.2%+12.5pp | 72.0%+22.7pp |
| Annual return | 19.45% | 30.56%-11.1pp | 418.34%-398.9pp | 34.25%-14.8pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $16,917 | $8,502+99.0% | $8,070+109.6% | $5,087+232.6% |
| Admin fee / account holder | $58 | $179-67.7% | $12,998-99.6% | $269-78.5% |