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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,750 |
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 | $164,847 | $65,561+151.4% | $91,541+80.1% | $74,304+121.9% |
| Participation rate | 84.0% | 56.6%+27.4pp | 69.8%+14.2pp | 60.3%+23.6pp |
| Annual return | 18.61% | 17.68%+0.9pp | 20.50%-1.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $5,171 | $1,717+201.2% | $2,505+106.5% | $2,241+130.7% |
| Participant deferral / active EE | $10,303 | $2,918+253.1% | $4,008+157.1% | $3,767+173.5% |
| Admin fee / account holder | $130 | $3,333-96.1% | $6,956-98.1% | $2,969-95.6% |