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 | $52,450+17.0% | $129,295-52.5% | $74,546-17.7% |
| Participation rate | 97.8% | 53.8%+43.9pp | 69.6%+28.2pp | 67.2%+30.6pp |
| Annual return | 16.24% | 15.65%+0.6pp | 9429.28%-9413.0pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $2,515 | $1,532+64.2% | $4,157-39.5% | $2,624-4.1% |
| Participant deferral / active EE | $7,325 | $2,797+161.9% | $4,169+75.7% | $4,347+68.5% |
| Admin fee / account holder | $220 | $2,636-91.7% | $7,665-97.1% | $1,944-88.7% |