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 | $1,344 |
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 | $222,388 | $101,317+119.5% | $146,958+51.3% | $74,495+198.5% |
| Participation rate | 96.5% | 75.5%+20.9pp | 82.2%+14.3pp | 67.2%+29.3pp |
| Annual return | 21.67% | 8730.91%-8709.2pp | 418.34%-396.7pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $2,862 | $3,810-24.9% | $4,933-42.0% | $2,623+9.1% |
| Participant deferral / active EE | $8,177 | $7,303+12.0% | $8,070+1.3% | $4,346+88.1% |
| Admin fee / account holder | $32 | $1,739-98.2% | $12,998-99.8% | $1,942-98.4% |