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 | $49,929 |
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 | $116,490 | $110,299+5.6% | $102,423+13.7% | $199,593-41.6% |
| Participation rate | 97.2% | 86.3%+10.9pp | 76.5%+20.7pp | 72.0%+25.2pp |
| Annual return | 19.36% | 35.73%-16.4pp | 29.32%-10.0pp | 34.25%-14.9pp |
| Employer contribution / active EE | $5,447 | $3,603+51.2% | $3,023+80.2% | $3,034+79.5% |
| Participant deferral / active EE | $8,817 | $6,376+38.3% | $5,053+74.5% | $5,087+73.3% |
| Admin fee / account holder | $20 | $122-83.5% | $9,451-99.8% | $269-92.5% |