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 | $177,482 |
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.
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 | $128,743 | $110,299+16.7% | $102,423+25.7% | $199,593-35.5% |
| Participation rate | 95.8% | 86.3%+9.5pp | 76.5%+19.3pp | 72.0%+23.8pp |
| Annual return | 13.25% | 35.73%-22.5pp | 29.32%-16.1pp | 34.25%-21.0pp |
| Employer contribution / active EE | $3,456 | $3,603-4.1% | $3,023+14.3% | $3,034+13.9% |
| Participant deferral / active EE | $6,312 | $6,376-1.0% | $5,053+24.9% | $5,087+24.1% |
| Admin fee / account holder | $49 | $122-59.5% | $9,451-99.5% | $269-81.6% |