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 9-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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $27,660 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 | Advisory (Participants) | $10,883 |
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 | $56,571 | $82,978-31.8% | $129,995-56.5% | $71,457-20.8% |
| Participation rate | 89.0% | 74.1%+14.9pp | 78.5%+10.5pp | 67.9%+21.0pp |
| Annual return | 17.95% | 20.60%-2.6pp | -137.18%+155.1pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,251 | $2,622-52.3% | $4,320-71.0% | $2,588-51.6% |
| Participant deferral / active EE | $5,560 | $4,432+25.5% | $5,820-4.5% | $4,289+29.6% |
| Admin fee / account holder | $202 | $1,729-88.3% | $10,614-98.1% | $1,587-87.2% |