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 | -$230,824 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,310 | $128,056+95.5% | $146,958+70.3% | $106,382+135.3% |
| Participation rate | 97.7% | 67.2%+30.5pp | 82.2%+15.6pp | 69.9%+27.9pp |
| Annual return | 23.91% | 17.89%+6.0pp | 418.34%-394.4pp | 17.37%+6.5pp |
| Employer contribution / active EE | $10,209 | $3,384+201.7% | $4,933+107.0% | $3,364+203.5% |
| Participant deferral / active EE | $24,825 | $7,674+223.5% | $8,070+207.6% | $5,569+345.8% |
| Admin fee / account holder | -$15 | $89-116.4% | $12,998-100.1% | $79-118.3% |