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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $83,528 |
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 | $215,431 | $131,799+63.5% | $200,582+7.4% | $85,563+151.8% |
| Participation rate | 93.6% | 87.9%+5.7pp | 86.9%+6.7pp | 66.0%+27.6pp |
| Annual return | 23.17% | 21.59%+1.6pp | 42.33%-19.2pp | 31.51%-8.3pp |
| Employer contribution / active EE | $4,424 | $4,532-2.4% | $6,419-31.1% | $2,654+66.7% |
| Participant deferral / active EE | $26,439 | $7,702+243.3% | $9,331+183.3% | $4,375+504.3% |
| Admin fee / account holder | $75 | $235-68.1% | $16,305-99.5% | $834-91.0% |