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 | $106,699 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $61,338 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $22,788 |
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 | $47,246 | $66,457-28.9% | $81,438-42.0% | $77,671-39.2% |
| Participation rate | 94.8% | 68.7%+26.0pp | 69.5%+25.3pp | 70.6%+24.2pp |
| Annual return | 16.39% | 15.93%+0.5pp | 24.74%-8.4pp | 31.21%-14.8pp |
| Employer contribution / active EE | $2,022 | $2,159-6.4% | $2,460-17.8% | $2,726-25.9% |
| Participant deferral / active EE | $7,213 | $3,679+96.0% | $3,883+85.7% | $4,648+55.2% |
| Admin fee / account holder | $189 | $583-67.6% | $5,764-96.7% | $430-56.2% |