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 | $7,976 |
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 | $73,086 | $80,724-9.5% | $103,333-29.3% | $74,495-1.9% |
| Participation rate | 83.2% | 65.7%+17.5pp | 74.5%+8.7pp | 67.2%+16.0pp |
| Annual return | 12.60% | 27.56%-15.0pp | 24.88%-12.3pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,752 | $3,157-12.8% | $3,868-28.9% | $2,623+4.9% |
| Participant deferral / active EE | $3,815 | $3,860-1.2% | $5,057-24.6% | $4,346-12.2% |
| Admin fee / account holder | $86 | $2,368-96.4% | $8,355-99.0% | $1,942-95.6% |