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 | -$15,376 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,872 | $106,110+32.8% | $147,005-4.2% | $77,671+81.4% |
| Participation rate | 97.6% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 18.17% | 56.77%-38.6pp | 418.76%-400.6pp | 31.21%-13.0pp |
| Employer contribution / active EE | $4,096 | $4,065+0.8% | $4,934-17.0% | $2,726+50.2% |
| Participant deferral / active EE | $22,150 | $7,992+177.2% | $8,070+174.5% | $4,648+376.6% |
| Admin fee / account holder | $42 | $338-87.6% | $13,006-99.7% | $430-90.2% |