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 | $55,090 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,012 | $119,446+235.7% | $150,045+167.3% | $85,563+368.7% |
| Participation rate | 93.1% | 75.4%+17.6pp | 82.3%+10.7pp | 66.0%+27.1pp |
| Annual return | 20.19% | 23.72%-3.5pp | 62.55%-42.4pp | 31.51%-11.3pp |
| Employer contribution / active EE | $9,698 | $4,078+137.8% | $4,693+106.6% | $2,654+265.5% |
| Participant deferral / active EE | $16,871 | $7,985+111.3% | $7,997+111.0% | $4,375+285.6% |
| Admin fee / account holder | $74 | $548-86.4% | $13,435-99.4% | $834-91.1% |