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 | $3,112 |
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 | $200,769 | $122,239+64.2% | $184,203+9.0% | $74,495+169.5% |
| Participation rate | 93.9% | 85.5%+8.4pp | 86.8%+7.1pp | 67.2%+26.7pp |
| Annual return | 20.57% | 19.95%+0.6pp | 28.81%-8.2pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $7,699 | $4,537+69.7% | $6,427+19.8% | $2,623+193.5% |
| Participant deferral / active EE | $15,570 | $7,139+118.1% | $9,131+70.5% | $4,346+258.3% |
| Admin fee / account holder | $11 | $1,260-99.1% | $13,901-99.9% | $1,942-99.4% |