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 | -$63,702 |
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 | $211,591 | $122,693+72.5% | $184,203+14.9% | $199,593+6.0% |
| Participation rate | 89.0% | 86.8%+2.2pp | 86.8%+2.2pp | 72.0%+17.0pp |
| Annual return | 19.88% | 143.91%-124.0pp | 28.81%-8.9pp | 34.25%-14.4pp |
| Employer contribution / active EE | $7,686 | $4,584+67.7% | $6,427+19.6% | $3,034+153.3% |
| Participant deferral / active EE | $22,301 | $7,990+179.1% | $9,131+144.2% | $5,087+338.4% |
| Admin fee / account holder | $7 | $121-94.3% | $13,901-100.0% | $269-97.5% |