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 | $10,425 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,884 | $101,724-16.6% | $164,813-48.5% | $80,856+5.0% |
| Participation rate | 96.8% | 71.8%+25.0pp | 78.6%+18.2pp | 67.6%+29.2pp |
| Annual return | 14.42% | 16.72%-2.3pp | 69.93%-55.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,137 | $2,953-27.6% | $4,341-50.8% | $2,755-22.4% |
| Participant deferral / active EE | $5,343 | $4,477+19.3% | $6,031-11.4% | $4,296+24.4% |
| Admin fee / account holder | $133 | $8,227-98.4% | $12,690-98.9% | $6,918-98.1% |