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 | $3,915 |
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 | $205,972 | $122,239+68.5% | $184,203+11.8% | $74,495+176.5% |
| Participation rate | 91.2% | 85.5%+5.7pp | 86.8%+4.4pp | 67.2%+24.0pp |
| Annual return | 18.27% | 19.95%-1.7pp | 28.81%-10.5pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $7,376 | $4,537+62.6% | $6,427+14.8% | $2,623+181.2% |
| Participant deferral / active EE | $17,102 | $7,139+139.6% | $9,131+87.3% | $4,346+293.5% |
| Admin fee / account holder | $14 | $1,260-98.9% | $13,901-99.9% | $1,942-99.3% |