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 | $8,429 |
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 | $164,380 | $55,415+196.6% | $155,509+5.7% | $74,495+120.7% |
| Participation rate | 93.6% | 61.9%+31.7pp | 78.2%+15.4pp | 67.2%+26.4pp |
| Annual return | 16.95% | 268.50%-251.6pp | 64.67%-47.7pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $4,973 | $2,267+119.4% | $4,672+6.4% | $2,623+89.6% |
| Participant deferral / active EE | $6,278 | $2,836+121.4% | $5,626+11.6% | $4,346+44.5% |
| Admin fee / account holder | $24 | $1,738-98.6% | $15,912-99.8% | $1,942-98.8% |