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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $303,742 |
THREE BELL CAPITAL LLC8 years Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $70,593 |
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 | $146,775 | $131,153+11.9% | $101,326+44.9% | $102,872+42.7% |
| Participation rate | 97.2% | 80.8%+16.5pp | 81.5%+15.7pp | 73.0%+24.2pp |
| Annual return | 23.77% | 23.05%+0.7pp | 36.82%-13.0pp | 19.06%+4.7pp |
| Employer contribution / active EE | $6,272 | $3,900+60.8% | $3,665+71.1% | $3,526+77.9% |
| Participant deferral / active EE | $22,895 | $10,801+112.0% | $7,994+186.4% | $5,535+313.7% |
| Admin fee / account holder | $68 | $140-51.2% | $11,185-99.4% | $292-76.7% |