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 | $77,966 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $146,266 | $129,021+13.4% | $184,203-20.6% | $77,643+88.4% |
| Participation rate | 83.8% | 87.3%-3.5pp | 86.8%-3.0pp | 70.6%+13.3pp |
| Annual return | 16.95% | 33.27%-16.3pp | 28.81%-11.9pp | 31.24%-14.3pp |
| Employer contribution / active EE | $6,272 | $4,413+42.1% | $6,427-2.4% | $2,726+130.1% |
| Participant deferral / active EE | $11,263 | $7,297+54.3% | $9,131+23.3% | $4,647+142.4% |
| Admin fee / account holder | $71 | $254-72.1% | $13,901-99.5% | $430-83.5% |