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 9-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 Filed as: FIDELITY INVESTMENTS INST. OPS Service code 37 · EIN 04-2647786 | Loan Processing | $206,878 |
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 | $168,900 | $110,299+53.1% | $102,423+64.9% | $199,593-15.4% |
| Participation rate | 99.3% | 86.3%+13.0pp | 76.5%+22.8pp | 72.0%+27.4pp |
| Annual return | 14.66% | 35.73%-21.1pp | 29.32%-14.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $8,899 | $3,603+147.0% | $3,023+194.4% | $3,034+193.3% |
| Participant deferral / active EE | $8,733 | $6,376+37.0% | $5,053+72.8% | $5,087+71.7% |
| Admin fee / account holder | $38 | $122-69.3% | $9,451-99.6% | $269-86.0% |