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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. CO. Service code 15 · EIN 04-2647786 | Recordkeeping | -$14,677 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,064 | $72,254+92.5% | $86,677+60.4% | $64,808+114.6% |
| Participation rate | 99.4% | 80.4%+19.0pp | 76.6%+22.8pp | 71.5%+28.0pp |
| Annual return | -18.71% | 392.42%-411.1pp | 35.91%-54.6pp | 32.82%-51.5pp |
| Employer contribution / active EE | $7,428 | $2,393+210.4% | $2,836+161.9% | $2,506+196.4% |
| Participant deferral / active EE | $16,533 | $4,658+254.9% | $4,656+255.1% | $4,310+283.6% |
| Admin fee / account holder | $268 | $174+54.2% | $7,493-96.4% | $188+42.8% |