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 5-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 |
|---|---|---|
Filed as: FIDELITY INVEST. INST OPS. Service code 37 · EIN 04-2647786 | Loan Processing | $22,750 |
Filed as: FIDELITY INVEST. INST OPS. CO Service code 60 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,760 | $108,617-80.9% | $108,410-80.9% | $93,030-77.7% |
| Participation rate | 97.8% | 83.1%+14.6pp | 80.1%+17.6pp | 73.9%+23.9pp |
| Annual return | 261.35% | 21.63%+239.7pp | 905.27%-643.9pp | 158.70%+102.7pp |
| Employer contribution / active EE | $3,285 | $3,249+1.1% | $3,558-7.7% | $2,706+21.4% |
| Participant deferral / active EE | $5,198 | $7,885-34.1% | $6,563-20.8% | $4,562+13.9% |
| Admin fee / account holder | $19 | $94-79.2% | $7,295-99.7% | $152-87.2% |