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 |
|---|---|---|
Service code 27 · EIN 45-2712335 | Advisory (Plan) | $57,293 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $53,583 |
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 | $51,266 | $119,446-57.1% | $150,045-65.8% | $85,563-40.1% |
| Participation rate | 88.2% | 75.4%+12.8pp | 82.3%+5.9pp | 66.0%+22.2pp |
| Annual return | 19.66% | 23.72%-4.1pp | 62.55%-42.9pp | 31.51%-11.9pp |
| Employer contribution / active EE | $2,339 | $4,078-42.7% | $4,693-50.2% | $2,654-11.9% |
| Participant deferral / active EE | $7,768 | $7,985-2.7% | $7,997-2.9% | $4,375+77.5% |
| Admin fee / account holder | $219 | $548-60.0% | $13,435-98.4% | $834-73.7% |