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 | $31,813 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,368 | $101,317+185.6% | $146,958+96.9% | $74,495+288.4% |
| Participation rate | 93.6% | 75.5%+18.1pp | 82.2%+11.5pp | 67.2%+26.4pp |
| Annual return | 16.06% | 8730.91%-8714.8pp | 418.34%-402.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $5,142 | $3,810+34.9% | $4,933+4.2% | $2,623+96.0% |
| Participant deferral / active EE | $12,210 | $7,303+67.2% | $8,070+51.3% | $4,346+181.0% |
| Admin fee / account holder | $103 | $1,739-94.1% | $12,998-99.2% | $1,942-94.7% |