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 | -$36,454 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,977 | $132,049+100.7% | $200,582+32.1% | $74,304+256.6% |
| Participation rate | 93.5% | 84.1%+9.5pp | 86.9%+6.7pp | 60.3%+33.2pp |
| Annual return | 21.18% | 22.22%-1.0pp | 42.33%-21.2pp | 29.43%-8.2pp |
| Employer contribution / active EE | $4,774 | $4,558+4.7% | $6,419-25.6% | $2,241+113.0% |
| Participant deferral / active EE | $13,537 | $7,213+87.7% | $9,331+45.1% | $3,767+259.3% |
| Admin fee / account holder | -$160 | $2,405-106.6% | $16,305-101.0% | $2,969-105.4% |