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 | $106,028+36.0% | $146,958-1.9% | $77,643+85.7% |
| Participation rate | 83.4% | 78.4%+5.1pp | 82.2%+1.3pp | 70.6%+12.8pp |
| Annual return | 21.60% | 56.73%-35.1pp | 418.34%-396.7pp | 31.24%-9.6pp |
| Employer contribution / active EE | $4,495 | $4,063+10.6% | $4,933-8.9% | $2,726+64.9% |
| Participant deferral / active EE | $10,798 | $7,990+35.1% | $8,070+33.8% | $4,647+132.3% |
| Admin fee / account holder | $5 | $337-98.5% | $12,998-100.0% | $430-98.8% |