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 | $3,978 |
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 | $138,551 | $78,485+76.5% | $106,213+30.4% | $74,495+86.0% |
| Participation rate | 97.5% | 72.8%+24.6pp | 75.3%+22.2pp | 67.2%+30.3pp |
| Annual return | 10.55% | 15.95%-5.4pp | 116.14%-105.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $6,177 | $2,523+144.9% | $3,171+94.8% | $2,623+135.5% |
| Participant deferral / active EE | $10,299 | $4,322+138.3% | $5,016+105.3% | $4,346+137.0% |
| Admin fee / account holder | $14 | $2,232-99.4% | $11,033-99.9% | $1,942-99.3% |