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 | $49,131 |
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 | $185,737 | $106,028+75.2% | $146,958+26.4% | $77,643+139.2% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.2pp | 70.6%+25.7pp |
| Annual return | 21.16% | 56.73%-35.6pp | 418.34%-397.2pp | 31.24%-10.1pp |
| Employer contribution / active EE | $6,848 | $4,063+68.6% | $4,933+38.8% | $2,726+151.2% |
| Participant deferral / active EE | $23,249 | $7,990+191.0% | $8,070+188.1% | $4,647+400.3% |
| Admin fee / account holder | $55 | $337-83.7% | $12,998-99.6% | $430-87.2% |