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 60 · EIN 04-2647786 | Sub-TA Fees | $11,684 |
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 | $44,426 | $88,982-50.1% | $102,438-56.6% | $77,671-42.8% |
| Participation rate | 84.4% | 80.9%+3.5pp | 76.5%+7.9pp | 70.6%+13.8pp |
| Annual return | 14.19% | 25.01%-10.8pp | 29.37%-15.2pp | 31.21%-17.0pp |
| Employer contribution / active EE | $1,960 | $2,698-27.4% | $3,024-35.2% | $2,726-28.1% |
| Participant deferral / active EE | $3,635 | $5,144-29.3% | $5,054-28.1% | $4,648-21.8% |
| Admin fee / account holder | $47 | $236-80.0% | $9,448-99.5% | $430-89.1% |