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 60 · EIN 04-2647786 | Sub-TA Fees | $3,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $171,562 | $88,083+94.8% | $164,813+4.1% | $74,495+130.3% |
| Participation rate | 61.5% | 73.0%-11.6pp | 78.6%-17.1pp | 67.2%-5.7pp |
| Annual return | 14.83% | 17.26%-2.4pp | 69.93%-55.1pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,867 | $2,593-28.0% | $4,341-57.0% | $2,623-28.8% |
| Participant deferral / active EE | $4,316 | $4,498-4.1% | $6,031-28.4% | $4,346-0.7% |
| Admin fee / account holder | $33 | $2,234-98.5% | $12,690-99.7% | $1,942-98.3% |