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 |
|---|---|---|
Filed as: FIDELITY INVT INSTNL Service code 26 · EIN 04-3532603 | Advisory (Participants) | $11,667 |
Annual investment return 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 | $243,776 | $122,239+99.4% | $184,203+32.3% | $74,495+227.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.89% | 19.95%-9.1pp | 28.81%-17.9pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $4,513 | $4,537-0.5% | $6,427-29.8% | $2,623+72.0% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $23 | $1,260-98.2% | $13,901-99.8% | $1,942-98.8% |