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 37 · EIN 04-2647786 | Loan Processing | $21,604 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,693 | $62,544-41.3% | $129,207-71.6% | $199,593-81.6% |
| Participation rate | 85.1% | 56.8%+28.3pp | 69.6%+15.5pp | 72.0%+13.1pp |
| Annual return | 15.05% | 16.95%-1.9pp | 9417.33%-9402.3pp | 34.25%-19.2pp |
| Employer contribution / active EE | $1,845 | $2,394-23.0% | $4,153-55.6% | $3,034-39.2% |
| Participant deferral / active EE | $3,768 | $3,123+20.6% | $4,168-9.6% | $5,087-25.9% |
| Admin fee / account holder | $11 | $167-93.6% | $7,715-99.9% | $269-96.0% |