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 | $101,499+185.1% | $147,005+96.8% | $74,546+288.2% |
| Participation rate | 93.6% | 75.5%+18.1pp | 82.2%+11.5pp | 67.2%+26.4pp |
| Annual return | 16.06% | 8732.34%-8716.3pp | 418.76%-402.7pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $5,142 | $3,811+34.9% | $4,934+4.2% | $2,624+95.9% |
| Participant deferral / active EE | $12,210 | $7,304+67.2% | $8,070+51.3% | $4,347+180.9% |
| Admin fee / account holder | $103 | $1,748-94.1% | $13,006-99.2% | $1,944-94.7% |