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 | $322,642 |
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 | $82,487 | $167,668-50.8% | $100,391-17.8% | $106,382-22.5% |
| Participation rate | 95.8% | 87.6%+8.2pp | 81.5%+14.3pp | 69.9%+25.9pp |
| Annual return | 22.71% | 18.33%+4.4pp | 49.20%-26.5pp | 17.37%+5.3pp |
| Employer contribution / active EE | $7,636 | $4,908+55.6% | $3,942+93.7% | $3,364+127.0% |
| Participant deferral / active EE | $17,855 | $11,427+56.3% | $8,082+120.9% | $5,569+220.6% |
| Admin fee / account holder | $19 | $94-80.1% | $7,899-99.8% | $79-76.5% |