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 | $62,146+64.0% | $81,438+25.2% | $74,546+36.8% |
| Participation rate | 85.3% | 64.1%+21.2pp | 69.5%+15.8pp | 67.2%+18.1pp |
| Annual return | 11.88% | 16.49%-4.6pp | 24.74%-12.9pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $993 | $1,883-47.2% | $2,460-59.6% | $2,624-62.1% |
| Participant deferral / active EE | $5,617 | $3,229+73.9% | $3,883+44.6% | $4,347+29.2% |
| Admin fee / account holder | $46 | $1,922-97.6% | $5,764-99.2% | $1,944-97.6% |