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 INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $24,730 |
Service code 60 | Sub-TA Fees | $0 |
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 | $498,599 | $91,407+445.5% | $135,903+266.9% | $71,457+597.8% |
| Participation rate | 86.1% | 75.7%+10.5pp | 81.9%+4.2pp | 67.9%+18.2pp |
| Annual return | 19.91% | 29.90%-10.0pp | 68.23%-48.3pp | 28.85%-8.9pp |
| Employer contribution / active EE | $14,333 | $3,703+287.0% | $4,856+195.1% | $2,588+453.9% |
| Participant deferral / active EE | $14,917 | $7,092+110.3% | $7,758+92.3% | $4,289+247.8% |
| Admin fee / account holder | $69 | $1,266-94.5% | $10,762-99.4% | $1,587-95.6% |