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 60 · EIN 04-2647786 | Sub-TA Fees | $276,096 |
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 | $128,815 | $128,056+0.6% | $146,958-12.3% | $106,382+21.1% |
| Participation rate | 98.0% | 67.2%+30.8pp | 82.2%+15.9pp | 69.9%+28.2pp |
| Annual return | 17.00% | 17.89%-0.9pp | 418.34%-401.3pp | 17.37%-0.4pp |
| Employer contribution / active EE | $4,606 | $3,384+36.1% | $4,933-6.6% | $3,364+36.9% |
| Participant deferral / active EE | $15,236 | $7,674+98.5% | $8,070+88.8% | $5,569+173.6% |
| Admin fee / account holder | $12 | $89-86.4% | $12,998-99.9% | $79-84.8% |