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 | $769 |
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 | $74,151 | $79,171-6.3% | $102,423-27.6% | $74,495-0.5% |
| Participation rate | 89.2% | 74.8%+14.4pp | 76.5%+12.7pp | 67.2%+22.0pp |
| Annual return | 15.06% | 54.93%-39.9pp | 29.32%-14.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,445 | $2,362-38.8% | $3,023-52.2% | $2,623-44.9% |
| Participant deferral / active EE | $4,634 | $4,415+5.0% | $5,053-8.3% | $4,346+6.6% |
| Admin fee / account holder | $7 | $2,001-99.7% | $9,451-99.9% | $1,942-99.7% |