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 | $38,980 |
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 | $160,664 | $115,744+38.8% | $100,391+60.0% | $199,593-19.5% |
| Participation rate | 96.4% | 85.7%+10.7pp | 81.5%+14.9pp | 72.0%+24.4pp |
| Annual return | 23.80% | 17.79%+6.0pp | 49.20%-25.4pp | 34.25%-10.4pp |
| Employer contribution / active EE | $6,628 | $3,657+81.2% | $3,942+68.1% | $3,034+118.4% |
| Participant deferral / active EE | $26,143 | $9,844+165.6% | $8,082+223.5% | $5,087+413.9% |
| Admin fee / account holder | $5 | $93-95.0% | $7,899-99.9% | $269-98.3% |