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 | $204,259 |
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 | $90,288 | $122,693-26.4% | $184,203-51.0% | $199,593-54.8% |
| Participation rate | 84.7% | 86.8%-2.1pp | 86.8%-2.1pp | 72.0%+12.7pp |
| Annual return | 22.90% | 143.91%-121.0pp | 28.81%-5.9pp | 34.25%-11.4pp |
| Employer contribution / active EE | $2,843 | $4,584-38.0% | $6,427-55.8% | $3,034-6.3% |
| Participant deferral / active EE | $8,548 | $7,990+7.0% | $9,131-6.4% | $5,087+68.1% |
| Admin fee / account holder | $46 | $121-61.9% | $13,901-99.7% | $269-82.9% |