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 7-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 37 · EIN 04-2647786 | Loan Processing | $744,556 |
Filed as: FIDELITY INVST INSTNL OPRTN CO, INC Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,195 | $121,719-17.7% | $154,803-35.3% | $140,769-28.8% |
| Participation rate | 94.0% | 76.3%+17.7pp | 78.1%+15.9pp | 74.2%+19.8pp |
| Annual return | 34.90% | 19.22%+15.7pp | 58.88%-24.0pp | 16.82%+18.1pp |
| Employer contribution / active EE | $2,366 | $2,466-4.1% | $4,305-45.0% | $3,906-39.4% |
| Participant deferral / active EE | $6,560 | $5,384+21.8% | $5,540+18.4% | $6,717-2.3% |
| Admin fee / account holder | $12 | $71-82.4% | $14,329-99.9% | $229-94.6% |