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 9-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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPER INC Service code 37 · EIN 04-2647786 | Loan Processing | $6,363 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,246 | $74,024-18.6% | $77,999-22.8% | $57,658+4.5% |
| Participation rate | 89.7% | 79.7%+10.0pp | 75.5%+14.2pp | 70.2%+19.5pp |
| Annual return | 5.85% | 12.14%-6.3pp | 425.96%-420.1pp | 5.13%+0.7pp |
| Employer contribution / active EE | $1,789 | $2,365-24.4% | $2,470-27.6% | $1,974-9.4% |
| Participant deferral / active EE | $2,633 | $3,533-25.5% | $3,497-24.7% | $3,061-14.0% |
| Admin fee / account holder | $23 | $93-75.2% | $5,480-99.6% | $95-75.5% |