Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $1,718 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,582 | $51,895+103.5% | $93,063+13.5% | $79,634+32.6% |
| Participation rate | 98.8% | 52.6%+46.2pp | 72.1%+26.7pp | 62.5%+36.3pp |
| Annual return | 18.95% | 18.14%+0.8pp | 34.15%-15.2pp | 36.46%-17.5pp |
| Employer contribution / active EE | $5,078 | $1,561+225.4% | $2,476+105.1% | $2,529+100.8% |
| Participant deferral / active EE | $12,720 | $2,964+329.2% | $3,958+221.4% | $3,835+231.7% |
| Admin fee / account holder | $3 | $657-99.6% | $6,033-100.0% | $1,002-99.7% |