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 37 · EIN 04-2647786 | Loan Processing | $66,500 |
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 | $73,688 | $117,025-37.0% | $91,541-19.5% | $85,563-13.9% |
| Participation rate | 82.1% | 64.2%+17.8pp | 69.8%+12.3pp | 66.0%+16.1pp |
| Annual return | 18.72% | 18.02%+0.7pp | 20.50%-1.8pp | 31.51%-12.8pp |
| Employer contribution / active EE | $4,028 | $2,120+89.9% | $2,505+60.8% | $2,654+51.8% |
| Participant deferral / active EE | $9,513 | $3,446+176.0% | $4,008+137.4% | $4,375+117.4% |
| Admin fee / account holder | $102 | $1,242-91.8% | $6,956-98.5% | $834-87.8% |