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 | $101,499+2.7% | $147,005-29.1% | $74,546+39.8% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 17.79% | 8732.34%-8714.6pp | 418.76%-401.0pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $5,252 | $3,811+37.8% | $4,934+6.4% | $2,624+100.1% |
| Participant deferral / active EE | $15,345 | $7,304+110.1% | $8,070+90.2% | $4,347+253.0% |
| Admin fee / account holder | $72 | $1,748-95.9% | $13,006-99.4% | $1,944-96.3% |