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 | $3,419 |
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 | $122,625 | $88,890+38.0% | $102,423+19.7% | $77,643+57.9% |
| Participation rate | 97.6% | 80.9%+16.7pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 17.91% | 24.98%-7.1pp | 29.32%-11.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $2,360 | $2,698-12.5% | $3,023-21.9% | $2,726-13.4% |
| Participant deferral / active EE | $6,463 | $5,145+25.6% | $5,053+27.9% | $4,647+39.1% |
| Admin fee / account holder | $8 | $235-96.8% | $9,451-99.9% | $430-98.3% |