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 | $3,100 |
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 | $193,847 | $77,523+150.1% | $100,383+93.1% | $80,874+139.7% |
| Participation rate | 88.5% | 77.0%+11.6pp | 81.5%+7.0pp | 67.6%+20.9pp |
| Annual return | 19.50% | 37.21%-17.7pp | 49.26%-29.8pp | 35.62%-16.1pp |
| Employer contribution / active EE | $1,452 | $2,801-48.2% | $3,944-63.2% | $2,756-47.3% |
| Participant deferral / active EE | $7,510 | $6,822+10.1% | $8,086-7.1% | $4,297+74.8% |
| Admin fee / account holder | $9 | $5,899-99.8% | $7,900-99.9% | $6,935-99.9% |