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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,708 |
Filed as: FIDELITY Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,637 | $66,310+8.0% | $93,606-23.5% | $65,185+9.9% |
| Participation rate | 79.7% | 74.0%+5.7pp | 75.8%+3.8pp | 70.2%+9.5pp |
| Annual return | 21.69% | 42.58%-20.9pp | 32.76%-11.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,854 | $2,012-7.9% | $2,718-31.8% | $2,177-14.8% |
| Participant deferral / active EE | $2,076 | $3,342-37.9% | $4,069-49.0% | $3,514-40.9% |
| Admin fee / account holder | $37 | $6,897-99.5% | $7,888-99.5% | $847-95.7% |