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 |
|---|---|---|
Service code 55 · EIN 42-1445429 | Other Commissions | $12,569 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,788 |
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 | $62,620 | $79,171-20.9% | $102,423-38.9% | $74,495-15.9% |
| Participation rate | 81.2% | 74.8%+6.4pp | 76.5%+4.7pp | 67.2%+14.0pp |
| Annual return | 13.59% | 54.93%-41.3pp | 29.32%-15.7pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,442 | $2,362-39.0% | $3,023-52.3% | $2,623-45.0% |
| Participant deferral / active EE | $3,188 | $4,415-27.8% | $5,053-36.9% | $4,346-26.6% |
| Admin fee / account holder | $8 | $2,001-99.6% | $9,451-99.9% | $1,942-99.6% |