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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $94,860 |
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 | $288,650 | $112,623+156.3% | $106,213+171.8% | $199,593+44.6% |
| Participation rate | 74.2% | 86.2%-12.1pp | 75.3%-1.1pp | 72.0%+2.2pp |
| Annual return | 17.02% | 15.57%+1.4pp | 116.14%-99.1pp | 34.25%-17.2pp |
| Employer contribution / active EE | $8,543 | $4,575+86.7% | $3,171+169.4% | $3,034+181.6% |
| Participant deferral / active EE | $10,239 | $6,659+53.7% | $5,016+104.1% | $5,087+101.3% |
| Admin fee / account holder | $51 | $107-52.0% | $11,033-99.5% | $269-80.9% |