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 | $18,690 |
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 | $245,911 | $100,923+143.7% | $150,045+63.9% | $74,304+231.0% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.3%+14.3pp | 60.3%+36.3pp |
| Annual return | 19.80% | 51.77%-32.0pp | 62.55%-42.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $7,542 | $3,463+117.8% | $4,693+60.7% | $2,241+236.5% |
| Participant deferral / active EE | $22,283 | $6,709+232.1% | $7,997+178.6% | $3,767+491.5% |
| Admin fee / account holder | $73 | $2,767-97.4% | $13,435-99.5% | $2,969-97.5% |