Filed December 13, 2023
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 | $50,947 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,756 | $89,588+14.7% | $136,007-24.4% | $77,643+32.3% |
| Participation rate | 96.2% | 74.3%+21.9pp | 76.5%+19.8pp | 70.6%+25.7pp |
| Annual return | 10.90% | 17.42%-6.5pp | 579.32%-568.4pp | 31.24%-20.3pp |
| Employer contribution / active EE | $3,716 | $3,491+6.5% | $4,217-11.9% | $2,726+36.3% |
| Participant deferral / active EE | $7,812 | $5,591+39.7% | $7,025+11.2% | $4,647+68.1% |
| Admin fee / account holder | $76 | $539-85.8% | $6,858-98.9% | $430-82.3% |