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 | $18,725 |
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 | $125,577 | $117,025+7.3% | $91,541+37.2% | $85,563+46.8% |
| Participation rate | 97.1% | 64.2%+32.9pp | 69.8%+27.3pp | 66.0%+31.1pp |
| Annual return | 16.09% | 18.02%-1.9pp | 20.50%-4.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,816 | $2,120-14.4% | $2,505-27.5% | $2,654-31.6% |
| Participant deferral / active EE | $5,294 | $3,446+53.6% | $4,008+32.1% | $4,375+21.0% |
| Admin fee / account holder | $35 | $1,242-97.2% | $6,956-99.5% | $834-95.8% |