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 | $19,689 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $752,306 | $160,882+367.6% | $200,582+275.1% | $102,872+631.3% |
| Participation rate | 97.5% | 91.2%+6.3pp | 86.9%+10.6pp | 73.0%+24.4pp |
| Annual return | 15.48% | 18.15%-2.7pp | 42.33%-26.9pp | 19.06%-3.6pp |
| Employer contribution / active EE | $29,864 | $5,602+433.1% | $6,419+365.3% | $3,526+746.9% |
| Participant deferral / active EE | $16,282 | $9,300+75.1% | $9,331+74.5% | $5,535+194.2% |
| Admin fee / account holder | $6 | $125-94.8% | $16,305-100.0% | $292-97.8% |