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 | -$38,839 |
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 | $487,726 | $155,364+213.9% | $103,476+371.3% | $77,643+528.2% |
| Participation rate | 99.5% | 85.5%+14.0pp | 80.5%+19.0pp | 70.6%+29.0pp |
| Annual return | 15.35% | 19.02%-3.7pp | 23.90%-8.6pp | 31.24%-15.9pp |
| Employer contribution / active EE | $16,112 | $5,949+170.8% | $4,672+244.9% | $2,726+491.1% |
| Participant deferral / active EE | $15,523 | $8,482+83.0% | $6,623+134.4% | $4,647+234.0% |
| Admin fee / account holder | -$45 | $503-108.9% | $9,413-100.5% | $430-110.4% |