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 INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $47,264 |
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 | $120,446 | $108,549+11.0% | $156,263-22.9% | $85,563+40.8% |
| Participation rate | 88.4% | 77.1%+11.3pp | 78.9%+9.4pp | 66.0%+22.4pp |
| Annual return | 17.91% | 21.79%-3.9pp | 59.47%-41.6pp | 31.51%-13.6pp |
| Employer contribution / active EE | $2,575 | $2,690-4.3% | $4,333-40.6% | $2,654-3.0% |
| Participant deferral / active EE | $6,606 | $4,800+37.6% | $6,158+7.3% | $4,375+51.0% |
| Admin fee / account holder | $88 | $650-86.4% | $14,255-99.4% | $834-89.4% |