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 | $94,197 |
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 | $125,048 | $99,062+26.2% | $100,391+24.6% | $99,062+26.2% |
| Participation rate | 92.7% | 71.6%+21.1pp | 81.5%+11.3pp | 71.6%+21.1pp |
| Annual return | 24.56% | 17.66%+6.9pp | 49.20%-24.6pp | 17.66%+6.9pp |
| Employer contribution / active EE | $7,585 | $3,262+132.5% | $3,942+92.4% | $3,262+132.5% |
| Participant deferral / active EE | $19,039 | $5,331+257.1% | $8,082+135.6% | $5,331+257.1% |
| Admin fee / account holder | $16 | $109-85.7% | $7,899-99.8% | $109-85.7% |