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 | $1,650 |
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 | $95,388 | $79,184+20.5% | $102,438-6.9% | $74,546+28.0% |
| Participation rate | 86.8% | 74.8%+12.0pp | 76.5%+10.3pp | 67.2%+19.6pp |
| Annual return | 14.51% | 54.95%-40.4pp | 29.37%-14.9pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $2,294 | $2,362-2.9% | $3,024-24.1% | $2,624-12.6% |
| Participant deferral / active EE | $4,576 | $4,414+3.7% | $5,054-9.4% | $4,347+5.3% |
| Admin fee / account holder | $17 | $2,001-99.1% | $9,448-99.8% | $1,944-99.1% |