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 | $45,704 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $10,500 |
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 | $122,834 | $66,457+84.8% | $81,382+50.9% | $77,643+58.2% |
| Participation rate | 91.6% | 68.7%+22.9pp | 69.5%+22.2pp | 70.6%+21.1pp |
| Annual return | 15.03% | 15.93%-0.9pp | 24.73%-9.7pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,739 | $2,159-19.5% | $2,463-29.4% | $2,726-36.2% |
| Participant deferral / active EE | $5,119 | $3,679+39.1% | $3,883+31.8% | $4,647+10.2% |
| Admin fee / account holder | $103 | $583-82.2% | $5,768-98.2% | $430-76.0% |