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 | -$33,770 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,057 | $122,186+76.0% | $146,958+46.3% | $199,593+7.7% |
| Participation rate | 98.7% | 78.3%+20.4pp | 82.2%+16.6pp | 72.0%+26.7pp |
| Annual return | 17.94% | 30.56%-12.6pp | 418.34%-400.4pp | 34.25%-16.3pp |
| Employer contribution / active EE | $8,881 | $4,093+117.0% | $4,933+80.0% | $3,034+192.7% |
| Participant deferral / active EE | $16,299 | $8,502+91.7% | $8,070+102.0% | $5,087+220.4% |
| Admin fee / account holder | -$16 | $179-108.8% | $12,998-100.1% | $269-105.9% |