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 | $18,917 |
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 | $76,873 | $79,171-2.9% | $102,423-24.9% | $74,495+3.2% |
| Participation rate | 95.3% | 74.8%+20.5pp | 76.5%+18.8pp | 67.2%+28.1pp |
| Annual return | 21.08% | 54.93%-33.9pp | 29.32%-8.2pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $5,556 | $2,362+135.2% | $3,023+83.8% | $2,623+111.8% |
| Participant deferral / active EE | $8,453 | $4,415+91.4% | $5,053+67.3% | $4,346+94.5% |
| Admin fee / account holder | $105 | $2,001-94.7% | $9,451-98.9% | $1,942-94.6% |