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 | $447,751 |
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 | $139,850 | $99,062+41.2% | $100,391+39.3% | $99,062+41.2% |
| Participation rate | 92.0% | 71.6%+20.4pp | 81.5%+10.5pp | 71.6%+20.4pp |
| Annual return | 13.02% | 17.66%-4.6pp | 49.20%-36.2pp | 17.66%-4.6pp |
| Employer contribution / active EE | $3,669 | $3,262+12.5% | $3,942-6.9% | $3,262+12.5% |
| Participant deferral / active EE | $9,441 | $5,331+77.1% | $8,082+16.8% | $5,331+77.1% |
| Admin fee / account holder | $37 | $109-65.7% | $7,899-99.5% | $109-65.7% |