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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $85,102 |
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 | $235,045 | $98,727+138.1% | $113,168+107.7% | $85,563+174.7% |
| Participation rate | 94.6% | 80.8%+13.8pp | 76.6%+18.0pp | 66.0%+28.6pp |
| Annual return | 18.67% | 17.43%+1.2pp | 24.27%-5.6pp | 31.51%-12.8pp |
| Employer contribution / active EE | $4,582 | $2,907+57.6% | $2,975+54.0% | $2,654+72.7% |
| Participant deferral / active EE | $11,865 | $5,424+118.7% | $5,107+132.3% | $4,375+171.2% |
| Admin fee / account holder | $64 | $357-81.9% | $12,068-99.5% | $834-92.3% |