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 INST. OPS Service code 37 · EIN 04-2647786 | Loan Processing | $14,674 |
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 | $97,186 | $50,815+91.3% | $155,509-37.5% | $77,643+25.2% |
| Participation rate | 74.6% | 63.1%+11.5pp | 78.2%-3.5pp | 70.6%+4.1pp |
| Annual return | 15.02% | 34.80%-19.8pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $4,092 | $1,993+105.3% | $4,672-12.4% | $2,726+50.1% |
| Participant deferral / active EE | $4,105 | $2,822+45.5% | $5,626-27.0% | $4,647-11.7% |
| Admin fee / account holder | $50 | $437-88.5% | $15,912-99.7% | $430-88.3% |