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 | $30,504 |
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 | $104,249 | $101,317+2.9% | $146,958-29.1% | $74,495+39.9% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 17.79% | 8730.91%-8713.1pp | 418.34%-400.5pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $5,252 | $3,810+37.9% | $4,933+6.5% | $2,623+100.2% |
| Participant deferral / active EE | $15,345 | $7,303+110.1% | $8,070+90.2% | $4,346+253.1% |
| Admin fee / account holder | $72 | $1,739-95.9% | $12,998-99.4% | $1,942-96.3% |