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 | $101,499-19.0% | $147,005-44.1% | $74,546+10.2% |
| Participation rate | 85.6% | 75.5%+10.1pp | 82.2%+3.5pp | 67.2%+18.4pp |
| Annual return | 14.56% | 8732.34%-8717.8pp | 418.76%-404.2pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $3,095 | $3,811-18.8% | $4,934-37.3% | $2,624+17.9% |
| Participant deferral / active EE | $10,695 | $7,304+46.4% | $8,070+32.5% | $4,347+146.0% |
| Admin fee / account holder | $218 | $1,748-87.5% | $13,006-98.3% | $1,944-88.8% |