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 | -$27,214 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,341 | $122,693+158.6% | $184,203+72.3% | $199,593+59.0% |
| Participation rate | 99.5% | 86.8%+12.8pp | 86.8%+12.7pp | 72.0%+27.6pp |
| Annual return | 14.14% | 143.91%-129.8pp | 28.81%-14.7pp | 34.25%-20.1pp |
| Employer contribution / active EE | $10,789 | $4,584+135.3% | $6,427+67.9% | $3,034+255.6% |
| Participant deferral / active EE | $11,393 | $7,990+42.6% | $9,131+24.8% | $5,087+124.0% |
| Admin fee / account holder | -$14 | $121-111.2% | $13,901-100.1% | $269-105.0% |