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 | $34,854 |
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 | $73,267 | $78,483-6.6% | $106,201-31.0% | $74,546-1.7% |
| Participation rate | 94.9% | 72.8%+22.1pp | 75.3%+19.6pp | 67.2%+27.7pp |
| Annual return | 19.40% | 15.94%+3.5pp | 116.26%-96.9pp | 1366.03%-1346.6pp |
| Employer contribution / active EE | $4,847 | $2,522+92.2% | $3,170+52.9% | $2,624+84.7% |
| Participant deferral / active EE | $14,180 | $4,320+228.2% | $5,012+182.9% | $4,347+226.2% |
| Admin fee / account holder | $51 | $2,236-97.7% | $11,039-99.5% | $1,944-97.4% |