Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $179,004 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,537 | $113,293-44.8% | $67,511-7.4% | $199,768-68.7% |
| Participation rate | 94.6% | 73.3%+21.2pp | 72.9%+21.7pp | 72.0%+22.6pp |
| Annual return | 15.33% | 15.88%-0.5pp | 3517.41%-3502.1pp | 34.26%-18.9pp |
| Employer contribution / active EE | $4,562 | $3,401+34.2% | $2,733+67.0% | $3,037+50.3% |
| Participant deferral / active EE | $11,184 | $4,159+168.9% | $4,000+179.6% | $5,090+119.7% |
| Admin fee / account holder | $57 | $103-44.0% | $3,999-98.6% | $269-78.7% |