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 | $12,303 |
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 | $105,378 | $88,890+18.5% | $102,423+2.9% | $77,643+35.7% |
| Participation rate | 93.1% | 80.9%+12.2pp | 76.5%+16.6pp | 70.6%+22.5pp |
| Annual return | 12.58% | 24.98%-12.4pp | 29.32%-16.7pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,305 | $2,698-14.6% | $3,023-23.8% | $2,726-15.5% |
| Participant deferral / active EE | $6,835 | $5,145+32.8% | $5,053+35.3% | $4,647+47.1% |
| Admin fee / account holder | $22 | $235-90.9% | $9,451-99.8% | $430-95.0% |