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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $181,569 |
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 | $182,002 | $83,158+118.9% | $167,512+8.7% | $102,872+76.9% |
| Participation rate | 98.0% | 70.1%+27.8pp | 77.1%+20.9pp | 73.0%+24.9pp |
| Annual return | 20.67% | 21.37%-0.7pp | 1615.79%-1595.1pp | 19.06%+1.6pp |
| Employer contribution / active EE | $5,570 | $2,233+149.5% | $3,882+43.5% | $3,526+58.0% |
| Participant deferral / active EE | $10,857 | $5,132+111.5% | $6,405+69.5% | $5,535+96.2% |
| Admin fee / account holder | $53 | $109-51.5% | $9,769-99.5% | $292-81.9% |