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 | $27,191 |
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 | $176,989 | $106,028+66.9% | $146,958+20.4% | $77,643+128.0% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 19.62% | 56.73%-37.1pp | 418.34%-398.7pp | 31.24%-11.6pp |
| Employer contribution / active EE | $6,815 | $4,063+67.7% | $4,933+38.2% | $2,726+150.0% |
| Participant deferral / active EE | $19,743 | $7,990+147.1% | $8,070+144.7% | $4,647+324.8% |
| Admin fee / account holder | $36 | $337-89.4% | $12,998-99.7% | $430-91.7% |