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 | -$33,341 |
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 | $59,026 | $89,808-34.3% | $100,391-41.2% | $77,643-24.0% |
| Participation rate | 89.5% | 81.2%+8.3pp | 81.5%+8.0pp | 70.6%+18.9pp |
| Annual return | 21.02% | 20.62%+0.4pp | 49.20%-28.2pp | 31.24%-10.2pp |
| Employer contribution / active EE | $2,117 | $3,039-30.3% | $3,942-46.3% | $2,726-22.3% |
| Participant deferral / active EE | $6,107 | $8,284-26.3% | $8,082-24.4% | $4,647+31.4% |
| Admin fee / account holder | -$40 | $174-122.9% | $7,899-100.5% | $430-109.3% |