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 | $33,089 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,891 | $62,127-58.3% | $81,382-68.2% | $74,495-65.2% |
| Participation rate | 74.9% | 64.0%+10.8pp | 69.5%+5.4pp | 67.2%+7.7pp |
| Annual return | 14.65% | 16.48%-1.8pp | 24.73%-10.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,749 | $3,229-14.9% | $3,883-29.2% | $4,346-36.7% |
| Admin fee / account holder | $121 | $1,934-93.7% | $5,768-97.9% | $1,942-93.8% |