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 | $50,719 |
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 | $45,566 | $106,110-57.1% | $147,005-69.0% | $77,671-41.3% |
| Participation rate | 86.8% | 78.4%+8.4pp | 82.2%+4.6pp | 70.6%+16.2pp |
| Annual return | 18.03% | 56.77%-38.7pp | 418.76%-400.7pp | 31.21%-13.2pp |
| Employer contribution / active EE | $2,109 | $4,065-48.1% | $4,934-57.3% | $2,726-22.7% |
| Participant deferral / active EE | $7,242 | $7,992-9.4% | $8,070-10.3% | $4,648+55.8% |
| Admin fee / account holder | $205 | $338-39.4% | $13,006-98.4% | $430-52.4% |