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 | $7,821 |
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 | $196,670 | $88,083+123.3% | $164,813+19.3% | $74,495+164.0% |
| Participation rate | 95.2% | 73.0%+22.1pp | 78.6%+16.6pp | 67.2%+28.0pp |
| Annual return | 15.54% | 17.26%-1.7pp | 69.93%-54.4pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $4,916 | $2,593+89.6% | $4,341+13.2% | $2,623+87.4% |
| Participant deferral / active EE | $10,336 | $4,498+129.8% | $6,031+71.4% | $4,346+137.8% |
| Admin fee / account holder | $18 | $2,234-99.2% | $12,690-99.9% | $1,942-99.1% |