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 60 · EIN 04-2647786 | Sub-TA Fees | $10,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,407 | $65,908-69.0% | $81,812-75.1% | $77,643-73.7% |
| Participation rate | 52.4% | 65.8%-13.4pp | 72.3%-20.0pp | 70.6%-18.2pp |
| Annual return | 11.87% | 26.64%-14.8pp | 773.79%-761.9pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,433 | $2,370-39.5% | $2,912-50.8% | $2,726-47.4% |
| Participant deferral / active EE | $1,256 | $3,505-64.2% | $4,319-70.9% | $4,647-73.0% |
| Admin fee / account holder | $24 | $526-95.4% | $7,386-99.7% | $430-94.4% |