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 | -$109,702 |
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 | $129,189 | $106,028+21.8% | $146,958-12.1% | $77,643+66.4% |
| Participation rate | 86.1% | 78.4%+7.7pp | 82.2%+3.9pp | 70.6%+15.5pp |
| Annual return | 22.36% | 56.73%-34.4pp | 418.34%-396.0pp | 31.24%-8.9pp |
| Employer contribution / active EE | $2,941 | $4,063-27.6% | $4,933-40.4% | $2,726+7.9% |
| Participant deferral / active EE | $7,802 | $7,990-2.3% | $8,070-3.3% | $4,647+67.9% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |