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 | $222,129 |
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 | $129,402 | $110,299+17.3% | $102,423+26.3% | $199,593-35.2% |
| Participation rate | 94.5% | 86.3%+8.2pp | 76.5%+18.0pp | 72.0%+22.5pp |
| Annual return | 21.04% | 35.73%-14.7pp | 29.32%-8.3pp | 34.25%-13.2pp |
| Employer contribution / active EE | $3,868 | $3,603+7.4% | $3,023+27.9% | $3,034+27.5% |
| Participant deferral / active EE | $21,064 | $6,376+230.4% | $5,053+316.9% | $5,087+314.1% |
| Admin fee / account holder | $49 | $122-59.6% | $9,451-99.5% | $269-81.6% |