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 | $50,380 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $46,584 |
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 | $82,165 | $101,317-18.9% | $146,958-44.1% | $74,495+10.3% |
| Participation rate | 85.6% | 75.5%+10.1pp | 82.2%+3.5pp | 67.2%+18.4pp |
| Annual return | 14.56% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,095 | $3,810-18.8% | $4,933-37.3% | $2,623+18.0% |
| Participant deferral / active EE | $10,695 | $7,303+46.4% | $8,070+32.5% | $4,346+146.1% |
| Admin fee / account holder | $218 | $1,739-87.5% | $12,998-98.3% | $1,942-88.8% |