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 61-1758632 | Advisory (Plan) | $40,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,349 |
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 | $76,701 | $79,013-2.9% | $100,391-23.6% | $74,495+3.0% |
| Participation rate | 85.5% | 79.5%+6.0pp | 81.5%+4.0pp | 67.2%+18.3pp |
| Annual return | 27.98% | 20.41%+7.6pp | 49.20%-21.2pp | 1364.94%-1337.0pp |
| Employer contribution / active EE | $1,257 | $3,021-58.4% | $3,942-68.1% | $2,623-52.1% |
| Participant deferral / active EE | $11,419 | $7,760+47.2% | $8,082+41.3% | $4,346+162.8% |
| Admin fee / account holder | $196 | $1,320-85.1% | $7,899-97.5% | $1,942-89.9% |