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 | $4,088 |
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 | $198,769 | $129,021+54.1% | $184,203+7.9% | $77,643+156.0% |
| Participation rate | 93.1% | 87.3%+5.8pp | 86.8%+6.3pp | 70.6%+22.5pp |
| Annual return | 38.86% | 33.27%+5.6pp | 28.81%+10.0pp | 31.24%+7.6pp |
| Employer contribution / active EE | $13,164 | $4,413+198.3% | $6,427+104.8% | $2,726+382.9% |
| Participant deferral / active EE | $16,712 | $7,297+129.0% | $9,131+83.0% | $4,647+259.6% |
| Admin fee / account holder | $5 | $254-97.9% | $13,901-100.0% | $430-98.7% |