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 | $43,301 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,748 | $101,499-30.3% | $147,005-51.9% | $74,546-5.1% |
| Participation rate | 79.9% | 75.5%+4.4pp | 82.2%-2.3pp | 67.2%+12.7pp |
| Annual return | 12.71% | 8732.34%-8719.6pp | 418.76%-406.1pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $1,544 | $3,811-59.5% | $4,934-68.7% | $2,624-41.2% |
| Participant deferral / active EE | $5,716 | $7,304-21.8% | $8,070-29.2% | $4,347+31.5% |
| Admin fee / account holder | $206 | $1,748-88.2% | $13,006-98.4% | $1,944-89.4% |