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 | $51,611 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,087 | $79,013+36.8% | $100,391+7.7% | $74,495+45.1% |
| Participation rate | 92.8% | 79.5%+13.3pp | 81.5%+11.3pp | 67.2%+25.6pp |
| Annual return | 13.31% | 20.41%-7.1pp | 49.20%-35.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $8,103 | $3,021+168.2% | $3,942+105.6% | $2,623+208.9% |
| Participant deferral / active EE | $9,463 | $7,760+21.9% | $8,082+17.1% | $4,346+117.7% |
| Admin fee / account holder | $183 | $1,320-86.1% | $7,899-97.7% | $1,942-90.6% |