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 | $77,807 |
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 | $79,456 | $82,917-4.2% | $103,333-23.1% | $77,643+2.3% |
| Participation rate | 88.6% | 71.6%+17.1pp | 74.5%+14.1pp | 70.6%+18.1pp |
| Annual return | 15.98% | 19.13%-3.1pp | 24.88%-8.9pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,172 | $3,552-67.0% | $3,868-69.7% | $2,726-57.0% |
| Participant deferral / active EE | $5,012 | $4,108+22.0% | $5,057-0.9% | $4,647+7.8% |
| Admin fee / account holder | $91 | $638-85.8% | $8,355-98.9% | $430-78.9% |