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 | $63,344 |
Service code 27 · EIN 92-2678185 | Advisory (Plan) | $25,000 |
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 | $56,897 | $89,465-36.4% | $164,866-65.5% | $77,671-26.7% |
| Participation rate | 88.8% | 78.6%+10.2pp | 78.6%+10.2pp | 70.6%+18.2pp |
| Annual return | 23.14% | 28.81%-5.7pp | 69.97%-46.8pp | 31.21%-8.1pp |
| Employer contribution / active EE | $1,629 | $2,568-36.5% | $4,343-62.5% | $2,726-40.2% |
| Participant deferral / active EE | $6,370 | $4,897+30.1% | $6,033+5.6% | $4,648+37.0% |
| Admin fee / account holder | $113 | $340-66.7% | $12,689-99.1% | $430-73.7% |