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 60 · EIN 04-2647786 | Sub-TA Fees | $5,531 |
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 | $48,964 | $62,127-21.2% | $81,382-39.8% | $74,495-34.3% |
| Participation rate | 78.6% | 64.0%+14.5pp | 69.5%+9.1pp | 67.2%+11.4pp |
| Annual return | 17.17% | 16.48%+0.7pp | 24.73%-7.6pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $704 | $1,882-62.6% | $2,463-71.4% | $2,623-73.2% |
| Participant deferral / active EE | $2,838 | $3,229-12.1% | $3,883-26.9% | $4,346-34.7% |
| Admin fee / account holder | $55 | $1,934-97.2% | $5,768-99.0% | $1,942-97.2% |