Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $488 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,618 | $96,486+42.6% | $153,432-10.3% | $77,671+77.2% |
| Participation rate | 83.4% | 81.6%+1.7pp | 77.1%+6.3pp | 70.6%+12.8pp |
| Annual return | 15.63% | 14.44%+1.2pp | 15.66%0pp | 31.21%-15.6pp |
| Employer contribution / active EE | $1,889 | $5,224-63.8% | $5,038-62.5% | $2,726-30.7% |
| Participant deferral / active EE | $6,256 | $6,609-5.3% | $6,757-7.4% | $4,648+34.6% |
| Admin fee / account holder | $1 | $182-99.4% | $12,725-100.0% | $430-99.7% |