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 | $22,621 |
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 | $68,918 | $52,406+31.5% | $129,207-46.7% | $74,495-7.5% |
| Participation rate | 54.3% | 53.8%+0.5pp | 69.6%-15.3pp | 67.2%-12.9pp |
| Annual return | 16.76% | 15.66%+1.1pp | 9417.33%-9400.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,138 | $1,531+39.7% | $4,153-48.5% | $2,623-18.5% |
| Participant deferral / active EE | $2,770 | $2,794-0.9% | $4,168-33.5% | $4,346-36.3% |
| Admin fee / account holder | $114 | $2,633-95.7% | $7,715-98.5% | $1,942-94.1% |