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 | $34,848 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $30,000 |
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 | $144,581 | $106,028+36.4% | $146,958-1.6% | $77,643+86.2% |
| Participation rate | 79.6% | 78.4%+1.3pp | 82.2%-2.5pp | 70.6%+9.1pp |
| Annual return | 17.30% | 56.73%-39.4pp | 418.34%-401.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $5,061 | $4,063+24.6% | $4,933+2.6% | $2,726+85.7% |
| Participant deferral / active EE | $12,786 | $7,990+60.0% | $8,070+58.4% | $4,647+175.1% |
| Admin fee / account holder | $157 | $337-53.4% | $12,998-98.8% | $430-63.4% |