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 | $9,100 |
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 | $85,737 | $104,919-18.3% | $116,228-26.2% | $85,563+0.2% |
| Participation rate | 93.1% | 78.6%+14.5pp | 74.6%+18.6pp | 66.0%+27.2pp |
| Annual return | 15.39% | 15.38%0pp | 90.06%-74.7pp | 31.51%-16.1pp |
| Employer contribution / active EE | $1,378 | $3,485-60.5% | $2,994-54.0% | $2,654-48.1% |
| Participant deferral / active EE | $4,768 | $5,306-10.1% | $4,953-3.7% | $4,375+9.0% |
| Admin fee / account holder | $29 | $429-93.2% | $11,989-99.8% | $834-96.5% |