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 | $89,619 |
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 | $113,141 | $145,877-22.4% | $150,045-24.6% | $102,872+10.0% |
| Participation rate | 88.1% | 79.8%+8.3pp | 82.3%+5.8pp | 73.0%+15.1pp |
| Annual return | 25.99% | 21.37%+4.6pp | 62.55%-36.6pp | 19.06%+6.9pp |
| Employer contribution / active EE | $6,449 | $4,710+36.9% | $4,693+37.4% | $3,526+82.9% |
| Participant deferral / active EE | $18,319 | $9,491+93.0% | $7,997+129.1% | $5,535+231.0% |
| Admin fee / account holder | $25 | $176-86.1% | $13,435-99.8% | $292-91.6% |