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 | $4,219 |
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 | $53,171 | $89,436-40.5% | $164,813-67.7% | $77,643-31.5% |
| Participation rate | 87.0% | 78.6%+8.3pp | 78.6%+8.4pp | 70.6%+16.4pp |
| Annual return | 15.20% | 28.83%-13.6pp | 69.93%-54.7pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,076 | $2,569-58.1% | $4,341-75.2% | $2,726-60.5% |
| Participant deferral / active EE | $4,225 | $4,897-13.7% | $6,031-29.9% | $4,647-9.1% |
| Admin fee / account holder | $8 | $339-97.6% | $12,690-99.9% | $430-98.1% |