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 | $38,967+131.0% | $86,233+4.4% | $79,634+13.0% |
| Participation rate | 93.2% | 34.1%+59.2pp | 69.0%+24.2pp | 62.5%+30.7pp |
| Annual return | 22.76% | 49.90%-27.1pp | 61.39%-38.6pp | 36.46%-13.7pp |
| Employer contribution / active EE | $3,766 | $868+333.6% | $2,504+50.4% | $2,529+48.9% |
| Participant deferral / active EE | $15,114 | $1,663+809.1% | $4,559+231.5% | $3,835+294.2% |
| Admin fee / account holder | $66 | $2,660-97.5% | $8,342-99.2% | $1,002-93.4% |