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 | $6,590 |
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 | $79,727 | $52,406+52.1% | $129,207-38.3% | $74,495+7.0% |
| Participation rate | 92.4% | 53.8%+38.6pp | 69.6%+22.8pp | 67.2%+25.2pp |
| Annual return | 16.82% | 15.66%+1.2pp | 9417.33%-9400.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $1,513 | $1,531-1.2% | $4,153-63.6% | $2,623-42.3% |
| Participant deferral / active EE | $4,693 | $2,794+67.9% | $4,168+12.6% | $4,346+8.0% |
| Admin fee / account holder | $31 | $2,633-98.8% | $7,715-99.6% | $1,942-98.4% |