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 | $26,145 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,568 | $122,186-10.3% | $146,958-25.4% | $199,593-45.1% |
| Participation rate | 95.4% | 78.3%+17.1pp | 82.2%+13.2pp | 72.0%+23.4pp |
| Annual return | 24.21% | 30.56%-6.4pp | 418.34%-394.1pp | 34.25%-10.0pp |
| Employer contribution / active EE | $1,922 | $4,093-53.0% | $4,933-61.0% | $3,034-36.7% |
| Participant deferral / active EE | $18,667 | $8,502+119.6% | $8,070+131.3% | $5,087+267.0% |
| Admin fee / account holder | $6 | $179-96.9% | $12,998-100.0% | $269-97.9% |