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 | -$6,042 |
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 | $56,866 | $55,415+2.6% | $155,509-63.4% | $74,495-23.7% |
| Participation rate | 97.5% | 61.9%+35.6pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 15.40% | 268.50%-253.1pp | 64.67%-49.3pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,085 | $2,267+36.1% | $4,672-34.0% | $2,623+17.6% |
| Participant deferral / active EE | $3,352 | $2,836+18.2% | $5,626-40.4% | $4,346-22.9% |
| Admin fee / account holder | -$3 | $1,738-100.1% | $15,912-100.0% | $1,942-100.1% |