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 | $77,979 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $474,383 | $155,364+205.3% | $103,476+358.4% | $77,643+511.0% |
| Participation rate | 97.6% | 85.5%+12.1pp | 80.5%+17.1pp | 70.6%+27.1pp |
| Annual return | 21.55% | 19.02%+2.5pp | 23.90%-2.4pp | 31.24%-9.7pp |
| Employer contribution / active EE | $10,902 | $5,949+83.3% | $4,672+133.4% | $2,726+300.0% |
| Participant deferral / active EE | $15,753 | $8,482+85.7% | $6,623+137.9% | $4,647+239.0% |
| Admin fee / account holder | $74 | $503-85.2% | $9,413-99.2% | $430-82.7% |