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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,718 |
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 | $105,582 | $59,623+77.1% | $95,585+10.5% | $85,563+23.4% |
| Participation rate | 98.8% | 57.2%+41.6pp | 72.1%+26.7pp | 66.0%+32.9pp |
| Annual return | 18.95% | 18.22%+0.7pp | 38.56%-19.6pp | 31.51%-12.6pp |
| Employer contribution / active EE | $5,078 | $1,669+204.2% | $2,527+101.0% | $2,654+91.4% |
| Participant deferral / active EE | $12,720 | $3,357+278.9% | $4,023+216.2% | $4,375+190.7% |
| Admin fee / account holder | $3 | $650-99.6% | $6,127-100.0% | $834-99.7% |