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 | $49,131 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,737 | $106,110+75.0% | $147,005+26.3% | $77,671+139.1% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.2pp | 70.6%+25.7pp |
| Annual return | 21.16% | 56.77%-35.6pp | 418.76%-397.6pp | 31.21%-10.0pp |
| Employer contribution / active EE | $6,848 | $4,065+68.5% | $4,934+38.8% | $2,726+151.2% |
| Participant deferral / active EE | $23,249 | $7,992+190.9% | $8,070+188.1% | $4,648+400.2% |
| Admin fee / account holder | $55 | $338-83.7% | $13,006-99.6% | $430-87.2% |