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 43-1451524 | Advisory (Plan) | $81,273 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,003 |
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 | $122,825 | $98,727+24.4% | $113,168+8.5% | $85,563+43.5% |
| Participation rate | 81.8% | 80.8%+1.0pp | 76.6%+5.2pp | 66.0%+15.8pp |
| Annual return | 16.78% | 17.43%-0.6pp | 24.27%-7.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $2,418 | $2,907-16.8% | $2,975-18.7% | $2,654-8.9% |
| Participant deferral / active EE | $5,675 | $5,424+4.6% | $5,107+11.1% | $4,375+29.7% |
| Admin fee / account holder | $291 | $357-18.4% | $12,068-97.6% | $834-65.1% |