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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $314,626 |
Filed as: FIDELITY INVST INSTNL OPRTN CO, INC Service code 60 | Sub-TA Fees | $0 |
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 | $42,072 | $73,283-42.6% | $155,509-72.9% | $106,382-60.5% |
| Participation rate | 83.9% | 73.3%+10.6pp | 78.2%+5.7pp | 69.9%+14.0pp |
| Annual return | 16.69% | 15.77%+0.9pp | 64.67%-48.0pp | 17.37%-0.7pp |
| Employer contribution / active EE | $2,363 | $2,247+5.2% | $4,672-49.4% | $3,364-29.7% |
| Participant deferral / active EE | $5,114 | $4,580+11.6% | $5,626-9.1% | $5,569-8.2% |
| Admin fee / account holder | $19 | $56-66.9% | $15,912-99.9% | $79-76.6% |