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 |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $17,405 |
Filed as: FIDELITY INVEST. INST. OPERATIONS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $6,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,106 | $47,126-65.8% | $149,673-89.2% | $74,419-78.4% |
| Participation rate | 58.6% | 63.4%-4.8pp | 78.8%-20.2pp | 70.7%-12.1pp |
| Annual return | 18.16% | 22.75%-4.6pp | 134.42%-116.3pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,682 | $1,905-11.7% | $4,818-65.1% | $2,637-36.2% |
| Participant deferral / active EE | $1,089 | $2,728-60.1% | $5,680-80.8% | $4,528-76.0% |
| Admin fee / account holder | $53 | $343-84.7% | $13,210-99.6% | $348-84.9% |