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 | -$33,207 |
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 | $81,397 | $54,517+49.3% | $75,972+7.1% | $74,495+9.3% |
| Participation rate | 82.3% | 60.3%+22.0pp | 69.1%+13.3pp | 67.2%+15.1pp |
| Annual return | 12.35% | 31.82%-19.5pp | 359.55%-347.2pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,294 | $1,777-27.2% | $2,685-51.8% | $2,623-50.7% |
| Participant deferral / active EE | $4,708 | $3,066+53.6% | $4,255+10.6% | $4,346+8.3% |
| Admin fee / account holder | -$132 | $2,229-105.9% | $6,467-102.0% | $1,942-106.8% |