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 | $45,055 |
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 | $219,669 | $122,239+79.7% | $184,203+19.3% | $74,495+194.9% |
| Participation rate | 96.2% | 85.5%+10.8pp | 86.8%+9.4pp | 67.2%+29.0pp |
| Annual return | 18.44% | 19.95%-1.5pp | 28.81%-10.4pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $6,564 | $4,537+44.7% | $6,427+2.1% | $2,623+150.3% |
| Participant deferral / active EE | $16,986 | $7,139+137.9% | $9,131+86.0% | $4,346+290.9% |
| Admin fee / account holder | $148 | $1,260-88.2% | $13,901-98.9% | $1,942-92.4% |