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 | $44,542 |
Filed as: GALLAGHER Service code 16 · EIN 36-4291971 | Consulting | $12,500 |
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 | $123,128 | $104,919+17.4% | $116,228+5.9% | $85,563+43.9% |
| Participation rate | 80.5% | 78.6%+1.9pp | 74.6%+6.0pp | 66.0%+14.5pp |
| Annual return | 16.11% | 15.38%+0.7pp | 90.06%-74.0pp | 31.51%-15.4pp |
| Employer contribution / active EE | $5,075 | $3,485+45.6% | $2,994+69.5% | $2,654+91.3% |
| Participant deferral / active EE | $8,464 | $5,306+59.5% | $4,953+70.9% | $4,375+93.5% |
| Admin fee / account holder | $163 | $429-62.0% | $11,989-98.6% | $834-80.5% |