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 INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $419,624 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,931 | $140,769+8.6% | $150,045+1.9% | $140,769+8.6% |
| Participation rate | 98.1% | 74.2%+23.9pp | 82.3%+15.8pp | 74.2%+23.9pp |
| Annual return | 19.40% | 16.82%+2.6pp | 62.55%-43.1pp | 16.82%+2.6pp |
| Employer contribution / active EE | $4,688 | $3,906+20.0% | $4,693-0.1% | $3,906+20.0% |
| Participant deferral / active EE | $15,388 | $6,717+129.1% | $7,997+92.4% | $6,717+129.1% |
| Admin fee / account holder | $16 | $229-92.9% | $13,435-99.9% | $229-92.9% |