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 | $22,448 |
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 | $94,989 | $79,171+20.0% | $102,423-7.3% | $74,495+27.5% |
| Participation rate | 71.9% | 74.8%-2.9pp | 76.5%-4.6pp | 67.2%+4.7pp |
| Annual return | 13.98% | 54.93%-41.0pp | 29.32%-15.3pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,505 | $2,362-36.3% | $3,023-50.2% | $2,623-42.6% |
| Participant deferral / active EE | $5,686 | $4,415+28.8% | $5,053+12.5% | $4,346+30.8% |
| Admin fee / account holder | $177 | $2,001-91.2% | $9,451-98.1% | $1,942-90.9% |