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 60 · EIN 04-2647786 | Sub-TA Fees | $750 |
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 | $63,925 | $66,457-3.8% | $81,382-21.4% | $77,643-17.7% |
| Participation rate | 71.8% | 68.7%+3.0pp | 69.5%+2.3pp | 70.6%+1.2pp |
| Annual return | 18.74% | 15.93%+2.8pp | 24.73%-6.0pp | 31.24%-12.5pp |
| Employer contribution / active EE | $2,858 | $2,159+32.3% | $2,463+16.0% | $2,726+4.8% |
| Participant deferral / active EE | $6,287 | $3,679+70.9% | $3,883+61.9% | $4,647+35.3% |
| Admin fee / account holder | $3 | $583-99.5% | $5,768-100.0% | $430-99.4% |