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 | $2,565 |
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 | $226,240 | $55,415+308.3% | $155,509+45.5% | $74,495+203.7% |
| Participation rate | 89.3% | 61.9%+27.3pp | 78.2%+11.1pp | 67.2%+22.1pp |
| Annual return | 13.06% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $9,912 | $2,267+337.2% | $4,672+112.1% | $2,623+277.9% |
| Participant deferral / active EE | $6,620 | $2,836+133.4% | $5,626+17.7% | $4,346+52.3% |
| Admin fee / account holder | $22 | $1,738-98.7% | $15,912-99.9% | $1,942-98.9% |