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 | $41,379 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $18,262 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,598 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,956 | $88,890-33.7% | $102,423-42.4% | $77,643-24.1% |
| Participation rate | 80.2% | 80.9%-0.7pp | 76.5%+3.7pp | 70.6%+9.6pp |
| Annual return | 11.63% | 24.98%-13.4pp | 29.32%-17.7pp | 31.24%-19.6pp |
| Employer contribution / active EE | $643 | $2,698-76.2% | $3,023-78.7% | $2,726-76.4% |
| Participant deferral / active EE | $4,200 | $5,145-18.4% | $5,053-16.9% | $4,647-9.6% |
| Admin fee / account holder | $216 | $235-8.4% | $9,451-97.7% | $430-49.9% |