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 | $2,781 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,169 | $88,890+16.1% | $102,423+0.7% | $77,643+32.9% |
| Participation rate | 91.6% | 80.9%+10.7pp | 76.5%+15.1pp | 70.6%+21.0pp |
| Annual return | 19.76% | 24.98%-5.2pp | 29.32%-9.6pp | 31.24%-11.5pp |
| Employer contribution / active EE | $539 | $2,698-80.0% | $3,023-82.2% | $2,726-80.2% |
| Participant deferral / active EE | $4,322 | $5,145-16.0% | $5,053-14.5% | $4,647-7.0% |
| Admin fee / account holder | $8 | $235-96.8% | $9,451-99.9% | $430-98.2% |