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 | $4,687 |
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 | $64,372 | $108,549-40.7% | $156,263-58.8% | $85,563-24.8% |
| Participation rate | 87.4% | 77.1%+10.3pp | 78.9%+8.5pp | 66.0%+21.4pp |
| Annual return | 20.09% | 21.79%-1.7pp | 59.47%-39.4pp | 31.51%-11.4pp |
| Employer contribution / active EE | $1,324 | $2,690-50.8% | $4,333-69.4% | $2,654-50.1% |
| Participant deferral / active EE | $5,094 | $4,800+6.1% | $6,158-17.3% | $4,375+16.4% |
| Admin fee / account holder | $9 | $650-98.6% | $14,255-99.9% | $834-98.9% |