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 3-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, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $13,295 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $72,574 | $290,732-75.0% | $200,582-63.8% | - |
| Participation rate | 84.3% | 83.9%+0.4pp | 86.9%-2.5pp | - |
| Annual return | 91.31% | 14.10%+77.2pp | 42.33%+49.0pp | - |
| Employer contribution / active EE | $4,101 | $5,017-18.3% | $6,419-36.1% | - |
| Participant deferral / active EE | $9,016 | $8,241+9.4% | $9,331-3.4% | - |
| Admin fee / account holder | $58 | $8,656-99.3% | $16,305-99.6% | - |