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 | $377,246 |
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 | $137,229 | $147,538-7.0% | $150,045-8.5% | $117,739+16.6% |
| Participation rate | 96.6% | 72.5%+24.1pp | 82.3%+14.3pp | 76.6%+19.9pp |
| Annual return | 23.05% | 16.95%+6.1pp | 62.55%-39.5pp | 17.29%+5.8pp |
| Employer contribution / active EE | $5,173 | $4,350+18.9% | $4,693+10.2% | $3,746+38.1% |
| Participant deferral / active EE | $20,645 | $8,925+131.3% | $7,997+158.2% | $6,128+236.9% |
| Admin fee / account holder | $26 | $125-79.3% | $13,435-99.8% | $112-76.9% |