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 | $13,794 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,895 | $106,028+232.8% | $146,958+140.1% | $77,643+354.5% |
| Participation rate | 89.3% | 78.4%+10.9pp | 82.2%+7.1pp | 70.6%+18.7pp |
| Annual return | 20.00% | 56.73%-36.7pp | 418.34%-398.3pp | 31.24%-11.2pp |
| Employer contribution / active EE | $6,664 | $4,063+64.0% | $4,933+35.1% | $2,726+144.5% |
| Participant deferral / active EE | $19,344 | $7,990+142.1% | $8,070+139.7% | $4,647+316.2% |
| Admin fee / account holder | $14 | $337-95.8% | $12,998-99.9% | $430-96.7% |