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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,706 |
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 | $142,889 | $98,727+44.7% | $113,168+26.3% | $85,563+67.0% |
| Participation rate | 96.3% | 80.8%+15.5pp | 76.6%+19.8pp | 66.0%+30.4pp |
| Annual return | 18.56% | 17.43%+1.1pp | 24.27%-5.7pp | 31.51%-13.0pp |
| Employer contribution / active EE | $2,366 | $2,907-18.6% | $2,975-20.5% | $2,654-10.8% |
| Participant deferral / active EE | $6,774 | $5,424+24.9% | $5,107+32.7% | $4,375+54.8% |
| Admin fee / account holder | $8 | $357-97.8% | $12,068-99.9% | $834-99.1% |