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 | $50,460 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $47,526 |
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 | $59,606 | $56,767+5.0% | $101,794-41.4% | $85,563-30.3% |
| Participation rate | 92.4% | 57.6%+34.8pp | 69.2%+23.2pp | 66.0%+26.4pp |
| Annual return | 18.09% | 17.76%+0.3pp | 30.53%-12.4pp | 31.51%-13.4pp |
| Employer contribution / active EE | $1,258 | $1,112+13.2% | $2,289-45.0% | $2,654-52.6% |
| Participant deferral / active EE | $6,467 | $2,720+137.8% | $4,084+58.4% | $4,375+47.8% |
| Admin fee / account holder | $212 | $1,098-80.7% | $8,777-97.6% | $834-74.5% |