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 | $37,481 |
Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 | Advisory (Participants) | $11,971 |
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 | $74,362 | $87,870-15.4% | $113,168-34.3% | $74,304+0.1% |
| Participation rate | 87.5% | 70.7%+16.8pp | 76.6%+10.9pp | 60.3%+27.2pp |
| Annual return | 19.96% | 26.44%-6.5pp | 24.27%-4.3pp | 29.43%-9.5pp |
| Employer contribution / active EE | $2,271 | $2,277-0.2% | $2,975-23.7% | $2,241+1.4% |
| Participant deferral / active EE | $6,897 | $4,241+62.6% | $5,107+35.1% | $3,767+83.1% |
| Admin fee / account holder | $180 | $3,368-94.7% | $12,068-98.5% | $2,969-93.9% |