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 | $7,146 |
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 | $132,688 | $88,083+50.6% | $164,813-19.5% | $74,495+78.1% |
| Participation rate | 94.7% | 73.0%+21.7pp | 78.6%+16.1pp | 67.2%+27.5pp |
| Annual return | 13.54% | 17.26%-3.7pp | 69.93%-56.4pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,431 | $2,593-44.8% | $4,341-67.0% | $2,623-45.4% |
| Participant deferral / active EE | $8,389 | $4,498+86.5% | $6,031+39.1% | $4,346+93.0% |
| Admin fee / account holder | $49 | $2,234-97.8% | $12,690-99.6% | $1,942-97.5% |