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 | $7,484 |
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 | $118,198 | $106,028+11.5% | $146,958-19.6% | $77,643+52.2% |
| Participation rate | 86.7% | 78.4%+8.3pp | 82.2%+4.5pp | 70.6%+16.1pp |
| Annual return | 18.14% | 56.73%-38.6pp | 418.34%-400.2pp | 31.24%-13.1pp |
| Employer contribution / active EE | $2,537 | $4,063-37.6% | $4,933-48.6% | $2,726-6.9% |
| Participant deferral / active EE | $8,654 | $7,990+8.3% | $8,070+7.2% | $4,647+86.2% |
| Admin fee / account holder | $8 | $337-97.6% | $12,998-99.9% | $430-98.1% |