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 | $50,725 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $121,185 | $122,186-0.8% | $146,958-17.5% | $199,593-39.3% |
| Participation rate | 94.9% | 78.3%+16.6pp | 82.2%+12.7pp | 72.0%+22.9pp |
| Annual return | 29.19% | 30.56%-1.4pp | 418.34%-389.1pp | 34.25%-5.1pp |
| Employer contribution / active EE | $7,251 | $4,093+77.2% | $4,933+47.0% | $3,034+139.0% |
| Participant deferral / active EE | $14,078 | $8,502+65.6% | $8,070+74.5% | $5,087+176.8% |
| Admin fee / account holder | $46 | $179-74.4% | $12,998-99.6% | $269-83.0% |