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 | $142,235 |
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 | $145,660 | $122,186+19.2% | $146,958-0.9% | $199,593-27.0% |
| Participation rate | 84.6% | 78.3%+6.3pp | 82.2%+2.5pp | 72.0%+12.7pp |
| Annual return | 16.21% | 30.56%-14.3pp | 418.34%-402.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $2,942 | $4,093-28.1% | $4,933-40.4% | $3,034-3.0% |
| Participant deferral / active EE | $7,922 | $8,502-6.8% | $8,070-1.8% | $5,087+55.7% |
| Admin fee / account holder | $68 | $179-62.0% | $12,998-99.5% | $269-74.7% |