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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $102,374 |
Form 5500 reported that benefits due were not provided when due.
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 | $226,185 | $151,876+48.9% | $113,168+99.9% | $117,739+92.1% |
| Participation rate | 99.8% | 92.5%+7.2pp | 76.6%+23.2pp | 76.6%+23.1pp |
| Annual return | 19.09% | 15.75%+3.3pp | 24.27%-5.2pp | 17.29%+1.8pp |
| Employer contribution / active EE | $3,980 | $4,598-13.5% | $2,975+33.8% | $3,746+6.2% |
| Participant deferral / active EE | $10,300 | $7,767+32.6% | $5,107+101.7% | $6,128+68.1% |
| Admin fee / account holder | $7 | $70-89.4% | $12,068-99.9% | $112-93.4% |