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 | $3,698 |
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 | $101,944 | $62,127+64.1% | $81,382+25.3% | $74,495+36.8% |
| Participation rate | 85.3% | 64.0%+21.3pp | 69.5%+15.8pp | 67.2%+18.1pp |
| Annual return | 11.88% | 16.48%-4.6pp | 24.73%-12.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $993 | $1,882-47.2% | $2,463-59.7% | $2,623-62.1% |
| Participant deferral / active EE | $5,617 | $3,229+74.0% | $3,883+44.7% | $4,346+29.3% |
| Admin fee / account holder | $46 | $1,934-97.6% | $5,768-99.2% | $1,942-97.6% |