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 | $8,438 |
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 | $71,710 | $92,055-22.1% | $106,213-32.5% | $77,643-7.6% |
| Participation rate | 94.4% | 81.0%+13.4pp | 75.3%+19.1pp | 70.6%+23.8pp |
| Annual return | 13.19% | 17.91%-4.7pp | 116.14%-102.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,337 | $3,367-60.3% | $3,171-57.9% | $2,726-51.0% |
| Participant deferral / active EE | $4,575 | $5,386-15.1% | $5,016-8.8% | $4,647-1.6% |
| Admin fee / account holder | $26 | $219-88.1% | $11,033-99.8% | $430-94.0% |