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 | $2,620 |
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 | $144,162 | $106,110+35.9% | $147,005-1.9% | $77,671+85.6% |
| Participation rate | 83.4% | 78.4%+5.0pp | 82.2%+1.3pp | 70.6%+12.8pp |
| Annual return | 21.60% | 56.77%-35.2pp | 418.76%-397.2pp | 31.21%-9.6pp |
| Employer contribution / active EE | $4,495 | $4,065+10.6% | $4,934-8.9% | $2,726+64.9% |
| Participant deferral / active EE | $10,798 | $7,992+35.1% | $8,070+33.8% | $4,648+132.3% |
| Admin fee / account holder | $5 | $338-98.5% | $13,006-100.0% | $430-98.8% |