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 | $106,896 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $87,689 |
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 | $121,115 | $106,028+14.2% | $146,958-17.6% | $77,643+56.0% |
| Participation rate | 96.8% | 78.4%+18.4pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 16.04% | 56.73%-40.7pp | 418.34%-402.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $3,563 | $4,063-12.3% | $4,933-27.8% | $2,726+30.7% |
| Participant deferral / active EE | $16,923 | $7,990+111.8% | $8,070+109.7% | $4,647+264.1% |
| Admin fee / account holder | $109 | $337-67.8% | $12,998-99.2% | $430-74.7% |