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 | $35,483 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $95,933 | $122,186-21.5% | $146,958-34.7% | $199,593-51.9% |
| Participation rate | 97.2% | 78.3%+18.9pp | 82.2%+15.0pp | 72.0%+25.2pp |
| Annual return | 27.12% | 30.56%-3.4pp | 418.34%-391.2pp | 34.25%-7.1pp |
| Employer contribution / active EE | $4,480 | $4,093+9.5% | $4,933-9.2% | $3,034+47.7% |
| Participant deferral / active EE | $20,239 | $8,502+138.0% | $8,070+150.8% | $5,087+297.9% |
| Admin fee / account holder | $8 | $179-95.3% | $12,998-99.9% | $269-96.9% |