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 | $475 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,654 | $79,171-3.2% | $102,423-25.2% | $74,495+2.9% |
| Participation rate | 96.4% | 74.8%+21.6pp | 76.5%+19.9pp | 67.2%+29.2pp |
| Annual return | 18.92% | 54.93%-36.0pp | 29.32%-10.4pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $2,360 | $2,362-0.1% | $3,023-21.9% | $2,623-10.0% |
| Participant deferral / active EE | $3,890 | $4,415-11.9% | $5,053-23.0% | $4,346-10.5% |
| Admin fee / account holder | $5 | $2,001-99.8% | $9,451-100.0% | $1,942-99.8% |