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 | $24,210 |
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 | $48,065 | $62,688-23.3% | $178,014-73.0% | $77,671-38.1% |
| Participation rate | 81.2% | 66.9%+14.3pp | 77.1%+4.1pp | 70.6%+10.6pp |
| Annual return | 18.55% | 16.16%+2.4pp | 294.80%-276.3pp | 31.21%-12.7pp |
| Employer contribution / active EE | $2,477 | $1,912+29.6% | $3,950-37.3% | $2,726-9.1% |
| Participant deferral / active EE | $3,969 | $4,224-6.0% | $6,276-36.8% | $4,648-14.6% |
| Admin fee / account holder | $54 | $386-86.1% | $10,362-99.5% | $430-87.5% |