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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,010 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,241 |
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 | $97,383 | $49,915+95.1% | $154,803-37.1% | $74,304+31.1% |
| Participation rate | 96.8% | 54.0%+42.8pp | 78.1%+18.7pp | 60.3%+36.4pp |
| Annual return | 15.41% | 34.06%-18.6pp | 58.88%-43.5pp | 29.43%-14.0pp |
| Employer contribution / active EE | $3,108 | $1,611+92.9% | $4,305-27.8% | $2,241+38.7% |
| Participant deferral / active EE | $5,948 | $2,255+163.8% | $5,540+7.4% | $3,767+57.9% |
| Admin fee / account holder | $253 | $2,189-88.5% | $14,329-98.2% | $2,969-91.5% |