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 | $51,561 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $40,353 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,474 | $91,762-42.8% | $67,502-22.3% | $77,643-32.4% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.9%-1.5pp | 70.6%+0.8pp |
| Annual return | 13.86% | 14.87%-1.0pp | 3512.12%-3498.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $209 | $3,181-93.4% | $2,731-92.4% | $2,726-92.3% |
| Participant deferral / active EE | $4,508 | $3,903+15.5% | $4,000+12.7% | $4,647-3.0% |
| Admin fee / account holder | $166 | $176-5.7% | $3,998-95.8% | $430-61.5% |