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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $69,580 |
Employer contribution per participant 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 | $157,423 | $131,153+20.0% | $101,326+55.4% | $102,872+53.0% |
| Participation rate | 84.1% | 80.8%+3.3pp | 81.5%+2.6pp | 73.0%+11.1pp |
| Annual return | 22.01% | 23.05%-1.0pp | 36.82%-14.8pp | 19.06%+2.9pp |
| Employer contribution / active EE | $5 | $3,900-99.9% | $3,665-99.9% | $3,526-99.9% |
| Participant deferral / active EE | $22,309 | $10,801+106.5% | $7,994+179.1% | $5,535+303.1% |
| Admin fee / account holder | $24 | $140-82.9% | $11,185-99.8% | $292-91.9% |