Filed May 27, 2025
Total covered: 18 employees
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 | $14,608 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,667 | $101,499+65.2% | $147,005+14.1% | $74,546+124.9% |
| Participation rate | 82.8% | 75.5%+7.2pp | 82.2%+0.6pp | 67.2%+15.6pp |
| Annual return | 15.97% | 8732.34%-8716.4pp | 418.76%-402.8pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $2,365 | $3,811-37.9% | $4,934-52.1% | $2,624-9.9% |
| Participant deferral / active EE | $6,102 | $7,304-16.5% | $8,070-24.4% | $4,347+40.4% |
| Admin fee / account holder | $60 | $1,748-96.6% | $13,006-99.5% | $1,944-96.9% |