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 | $43,041 |
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 | $61,354 | $52,406+17.1% | $129,207-52.5% | $74,495-17.6% |
| Participation rate | 97.8% | 53.8%+44.0pp | 69.6%+28.2pp | 67.2%+30.6pp |
| Annual return | 16.24% | 15.66%+0.6pp | 9417.33%-9401.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $2,515 | $1,531+64.4% | $4,153-39.4% | $2,623-4.1% |
| Participant deferral / active EE | $7,325 | $2,794+162.1% | $4,168+75.8% | $4,346+68.6% |
| Admin fee / account holder | $220 | $2,633-91.6% | $7,715-97.1% | $1,942-88.7% |