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 | $49,638 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,013 | $42,886+109.9% | $88,946+1.2% | $85,563+5.2% |
| Participation rate | 93.2% | 37.9%+55.3pp | 68.8%+24.4pp | 66.0%+27.3pp |
| Annual return | 22.76% | 44.56%-21.8pp | 57.82%-35.1pp | 31.51%-8.7pp |
| Employer contribution / active EE | $3,766 | $1,147+228.3% | $2,555+47.4% | $2,654+41.9% |
| Participant deferral / active EE | $15,114 | $2,108+617.0% | $4,581+229.9% | $4,375+245.4% |
| Admin fee / account holder | $66 | $2,263-97.1% | $8,261-99.2% | $834-92.1% |