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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,113 |
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 | $196,954 | $131,153+50.2% | $101,326+94.4% | $102,872+91.5% |
| Participation rate | 86.7% | 80.8%+5.9pp | 81.5%+5.2pp | 73.0%+13.6pp |
| Annual return | 19.80% | 23.05%-3.2pp | 36.82%-17.0pp | 19.06%+0.7pp |
| Employer contribution / active EE | $2,322 | $3,900-40.5% | $3,665-36.7% | $3,526-34.2% |
| Participant deferral / active EE | $16,909 | $10,801+56.5% | $7,994+111.5% | $5,535+205.5% |
| Admin fee / account holder | $6 | $140-95.9% | $11,185-99.9% | $292-98.0% |