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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,157 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,472 | $123,077-7.0% | $116,228-1.5% | $102,872+11.3% |
| Participation rate | 91.3% | 87.0%+4.3pp | 74.6%+16.8pp | 73.0%+18.3pp |
| Annual return | 16.11% | 15.84%+0.3pp | 90.06%-73.9pp | 19.06%-2.9pp |
| Employer contribution / active EE | $2,672 | $4,380-39.0% | $2,994-10.8% | $3,526-24.2% |
| Participant deferral / active EE | $6,291 | $6,746-6.7% | $4,953+27.0% | $5,535+13.7% |
| Admin fee / account holder | $23 | $115-80.2% | $11,989-99.8% | $292-92.2% |