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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $27,681 |
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 | $73,382 | $50,982+43.9% | $154,803-52.6% | $85,563-14.2% |
| Participation rate | 94.1% | 59.8%+34.3pp | 78.1%+16.0pp | 66.0%+28.1pp |
| Annual return | 17.02% | 30.35%-13.3pp | 58.88%-41.9pp | 31.51%-14.5pp |
| Employer contribution / active EE | $2,297 | $1,708+34.4% | $4,305-46.7% | $2,654-13.4% |
| Participant deferral / active EE | $4,954 | $2,474+100.2% | $5,540-10.6% | $4,375+13.2% |
| Admin fee / account holder | $57 | $846-93.3% | $14,329-99.6% | $834-93.2% |