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 | $180,367 |
MERCER7 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $100,949 |
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 | $203,419 | $139,767+45.5% | $153,485+32.5% | $199,593+1.9% |
| Participation rate | 99.9% | 85.1%+14.8pp | 77.1%+22.9pp | 72.0%+28.0pp |
| Annual return | 15.98% | 20.59%-4.6pp | 15.65%+0.3pp | 34.25%-18.3pp |
| Employer contribution / active EE | $10,136 | $6,517+55.5% | $5,039+101.2% | $3,034+234.0% |
| Participant deferral / active EE | $9,772 | $8,055+21.3% | $6,757+44.6% | $5,087+92.1% |
| Admin fee / account holder | $114 | $98+16.6% | $12,724-99.1% | $269-57.6% |