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. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $3,294 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $167,214 | $130,194+28.4% | $169,993-1.6% | $71,457+134.0% |
| Participation rate | 92.8% | 86.1%+6.6pp | 87.0%+5.8pp | 67.9%+24.9pp |
| Annual return | 77.14% | 20.37%+56.8pp | 53.37%+23.8pp | 28.85%+48.3pp |
| Employer contribution / active EE | $7,782 | $4,381+77.6% | $6,785+14.7% | $2,588+200.7% |
| Participant deferral / active EE | $17,037 | $6,923+146.1% | $10,408+63.7% | $4,289+297.3% |
| Admin fee / account holder | $12 | $966-98.8% | $12,815-99.9% | $1,587-99.2% |