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 | $101,499+6.8% | $147,005-26.2% | $74,546+45.5% |
| Participation rate | 92.3% | 75.5%+16.8pp | 82.2%+10.1pp | 67.2%+25.1pp |
| Annual return | 19.13% | 8732.34%-8713.2pp | 418.76%-399.6pp | 1366.03%-1346.9pp |
| Employer contribution / active EE | $1,272 | $3,811-66.6% | $4,934-74.2% | $2,624-51.5% |
| Participant deferral / active EE | $6,931 | $7,304-5.1% | $8,070-14.1% | $4,347+59.4% |
| Admin fee / account holder | -$130 | $1,748-107.4% | $13,006-101.0% | $1,944-106.7% |