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 | -$38,540 |
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 | $108,441 | $101,317+7.0% | $146,958-26.2% | $74,495+45.6% |
| Participation rate | 92.3% | 75.5%+16.8pp | 82.2%+10.2pp | 67.2%+25.1pp |
| Annual return | 19.13% | 8730.91%-8711.8pp | 418.34%-399.2pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $1,272 | $3,810-66.6% | $4,933-74.2% | $2,623-51.5% |
| Participant deferral / active EE | $6,931 | $7,303-5.1% | $8,070-14.1% | $4,346+59.5% |
| Admin fee / account holder | -$130 | $1,739-107.5% | $12,998-101.0% | $1,942-106.7% |