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 |
|---|---|---|
Filed as: FIDELITY INVEST INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $87,237 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,500 |
Service code 49 · EIN 04-2530412 | Other Services | $9,409 |
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 | $150,522 | $119,446+26.0% | $150,045+0.3% | $85,563+75.9% |
| Participation rate | 93.8% | 75.4%+18.4pp | 82.3%+11.5pp | 66.0%+27.8pp |
| Annual return | 25.16% | 23.72%+1.4pp | 62.55%-37.4pp | 31.51%-6.4pp |
| Employer contribution / active EE | $3,450 | $4,078-15.4% | $4,693-26.5% | $2,654+30.0% |
| Participant deferral / active EE | $12,737 | $7,985+59.5% | $7,997+59.3% | $4,375+191.1% |
| Admin fee / account holder | $274 | $548-50.0% | $13,435-98.0% | $834-67.2% |