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 | $217,976 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,844 | $110,299-47.6% | $102,423-43.5% | $199,593-71.0% |
| Participation rate | 89.1% | 86.3%+2.8pp | 76.5%+12.6pp | 72.0%+17.1pp |
| Annual return | 17.35% | 35.73%-18.4pp | 29.32%-12.0pp | 34.25%-16.9pp |
| Employer contribution / active EE | $2,296 | $3,603-36.3% | $3,023-24.0% | $3,034-24.3% |
| Participant deferral / active EE | $4,384 | $6,376-31.2% | $5,053-13.2% | $5,087-13.8% |
| Admin fee / account holder | $94 | $122-23.3% | $9,451-99.0% | $269-65.1% |