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 | $25,775 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $15,000 |
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 | $85,078 | $65,908+29.1% | $81,812+4.0% | $77,643+9.6% |
| Participation rate | 98.3% | 65.8%+32.5pp | 72.3%+26.0pp | 70.6%+27.7pp |
| Annual return | 18.11% | 26.64%-8.5pp | 773.79%-755.7pp | 31.24%-13.1pp |
| Employer contribution / active EE | $3,990 | $2,370+68.3% | $2,912+37.0% | $2,726+46.4% |
| Participant deferral / active EE | $10,437 | $3,505+197.7% | $4,319+141.7% | $4,647+124.6% |
| Admin fee / account holder | $99 | $526-81.1% | $7,386-98.7% | $430-76.9% |