Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $18,699 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,627 | $106,110-36.3% | $147,005-54.0% | $77,671-12.9% |
| Participation rate | 91.4% | 78.4%+13.0pp | 82.2%+9.2pp | 70.6%+20.8pp |
| Annual return | 103.91% | 56.77%+47.1pp | 418.76%-314.9pp | 31.21%+72.7pp |
| Employer contribution / active EE | $5,479 | $4,065+34.8% | $4,934+11.0% | $2,726+100.9% |
| Participant deferral / active EE | $17,481 | $7,992+118.7% | $8,070+116.6% | $4,648+276.1% |
| Admin fee / account holder | $34 | $338-90.0% | $13,006-99.7% | $430-92.2% |