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 | $23,306 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,000 | $102,382-44.3% | $147,005-61.2% | $80,874-29.5% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 12.12% | 134.89%-122.8pp | 418.76%-406.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,804 | $3,715-51.4% | $4,934-63.4% | $2,756-34.5% |
| Participant deferral / active EE | $4,127 | $6,646-37.9% | $8,070-48.9% | $4,297-3.9% |
| Admin fee / account holder | $123 | $7,942-98.4% | $13,006-99.1% | $6,935-98.2% |