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 | $611,508 |
Service code 16 · EIN 33-0818667 | Consulting | $12,000 |
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 | $130,092 | $128,056+1.6% | $146,958-11.5% | $106,382+22.3% |
| Participation rate | 97.6% | 67.2%+30.3pp | 82.2%+15.4pp | 69.9%+27.7pp |
| Annual return | 22.15% | 17.89%+4.3pp | 418.34%-396.2pp | 17.37%+4.8pp |
| Employer contribution / active EE | $5,759 | $3,384+70.2% | $4,933+16.7% | $3,364+71.2% |
| Participant deferral / active EE | $19,416 | $7,674+153.0% | $8,070+140.6% | $5,569+248.7% |
| Admin fee / account holder | $40 | $89-55.1% | $12,998-99.7% | $79-49.8% |