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 | $475 |
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 | $138,631 | $101,317+36.8% | $146,958-5.7% | $74,495+86.1% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.2%+13.1pp | 67.2%+28.1pp |
| Annual return | 16.54% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $3,568 | $3,810-6.3% | $4,933-27.7% | $2,623+36.0% |
| Participant deferral / active EE | $17,582 | $7,303+140.7% | $8,070+117.9% | $4,346+304.6% |
| Admin fee / account holder | $2 | $1,739-99.9% | $12,998-100.0% | $1,942-99.9% |