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 | $6,035 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,355 | $55,415-34.4% | $155,509-76.6% | $74,495-51.2% |
| Participation rate | 88.7% | 61.9%+26.8pp | 78.2%+10.5pp | 67.2%+21.5pp |
| Annual return | 10.01% | 268.50%-258.5pp | 64.67%-54.7pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,448 | $2,267-36.1% | $4,672-69.0% | $2,623-44.8% |
| Participant deferral / active EE | $3,981 | $2,836+40.4% | $5,626-29.2% | $4,346-8.4% |
| Admin fee / account holder | $34 | $1,738-98.0% | $15,912-99.8% | $1,942-98.2% |