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 | $84,332 |
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 | $73,076 | $53,136+37.5% | $155,509-53.0% | $199,593-63.4% |
| Participation rate | 94.2% | 64.1%+30.1pp | 78.2%+16.0pp | 72.0%+22.2pp |
| Annual return | 19.32% | 41.15%-21.8pp | 64.67%-45.3pp | 34.25%-14.9pp |
| Employer contribution / active EE | $3,027 | $1,851+63.5% | $4,672-35.2% | $3,034-0.3% |
| Participant deferral / active EE | $12,954 | $3,161+309.8% | $5,626+130.2% | $5,087+154.7% |
| Admin fee / account holder | $20 | $185-89.2% | $15,912-99.9% | $269-92.6% |