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 | $80,366 |
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 | $78,931 | $122,186-35.4% | $146,958-46.3% | $199,593-60.5% |
| Participation rate | 94.8% | 78.3%+16.5pp | 82.2%+12.6pp | 72.0%+22.8pp |
| Annual return | 22.95% | 30.56%-7.6pp | 418.34%-395.4pp | 34.25%-11.3pp |
| Employer contribution / active EE | $4,074 | $4,093-0.5% | $4,933-17.4% | $3,034+34.3% |
| Participant deferral / active EE | $12,854 | $8,502+51.2% | $8,070+59.3% | $5,087+152.7% |
| Admin fee / account holder | $45 | $179-74.6% | $12,998-99.7% | $269-83.1% |