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 | -$15,860 |
Employer contribution per participant 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 | $130,586 | $108,719+20.1% | $101,326+28.9% | $85,563+52.6% |
| Participation rate | 92.0% | 80.9%+11.1pp | 81.5%+10.5pp | 66.0%+26.1pp |
| Annual return | 20.72% | 20.95%-0.2pp | 36.82%-16.1pp | 31.51%-10.8pp |
| Employer contribution / active EE | $506 | $3,114-83.7% | $3,665-86.2% | $2,654-80.9% |
| Participant deferral / active EE | $14,582 | $8,545+70.6% | $7,994+82.4% | $4,375+233.3% |
| Admin fee / account holder | -$29 | $685-104.2% | $11,185-100.3% | $834-103.5% |