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 |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS Service code 15 · EIN 04-2647786 | Recordkeeping | $5,415 |
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 | $24,957 | $26,906-7.2% | $61,373-59.3% | $77,904-68.0% |
| Participation rate | 77.9% | 33.4%+44.4pp | 52.6%+25.3pp | 73.7%+4.2pp |
| Annual return | -16.28% | -14.46%-1.8pp | 338.61%-354.9pp | 12.21%-28.5pp |
| Employer contribution / active EE | $1,309 | $521+151.2% | $1,159+12.9% | $2,848-54.0% |
| Participant deferral / active EE | $1,511 | $1,180+28.1% | $2,125-28.9% | $4,806-68.6% |
| Admin fee / account holder | $4 | $117-96.8% | $2,130-99.8% | $133-97.2% |