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 | $98,944 |
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 | $123,617 | $106,110+16.5% | $147,005-15.9% | $77,671+59.2% |
| Participation rate | 81.9% | 78.4%+3.5pp | 82.2%-0.3pp | 70.6%+11.3pp |
| Annual return | 16.14% | 56.77%-40.6pp | 418.76%-402.6pp | 31.21%-15.1pp |
| Employer contribution / active EE | $1,103 | $4,065-72.9% | $4,934-77.6% | $2,726-59.5% |
| Participant deferral / active EE | $11,953 | $7,992+49.6% | $8,070+48.1% | $4,648+157.2% |
| Admin fee / account holder | $138 | $338-59.3% | $13,006-98.9% | $430-68.0% |