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 | $85,984 |
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 | $106,588 | $110,299-3.4% | $102,423+4.1% | $199,593-46.6% |
| Participation rate | 89.8% | 86.3%+3.6pp | 76.5%+13.4pp | 72.0%+17.9pp |
| Annual return | 16.03% | 35.73%-19.7pp | 29.32%-13.3pp | 34.25%-18.2pp |
| Employer contribution / active EE | $4,699 | $3,603+30.4% | $3,023+55.4% | $3,034+54.9% |
| Participant deferral / active EE | $6,397 | $6,376+0.3% | $5,053+26.6% | $5,087+25.8% |
| Admin fee / account holder | $26 | $122-78.8% | $9,451-99.7% | $269-90.3% |