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 | $9,600 |
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 | $58,190 | $88,982-34.6% | $102,438-43.2% | $77,671-25.1% |
| Participation rate | 96.1% | 80.9%+15.2pp | 76.5%+19.6pp | 70.6%+25.5pp |
| Annual return | 20.21% | 25.01%-4.8pp | 29.37%-9.2pp | 31.21%-11.0pp |
| Employer contribution / active EE | $5,280 | $2,698+95.7% | $3,024+74.6% | $2,726+93.7% |
| Participant deferral / active EE | $12,578 | $5,144+144.5% | $5,054+148.9% | $4,648+170.6% |
| Admin fee / account holder | $7 | $236-97.1% | $9,448-99.9% | $430-98.4% |