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 | -$74,833 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,581 | $92,055+60.3% | $106,213+38.9% | $77,643+90.1% |
| Participation rate | 93.3% | 81.0%+12.3pp | 75.3%+18.1pp | 70.6%+22.8pp |
| Annual return | 17.07% | 17.91%-0.8pp | 116.14%-99.1pp | 31.24%-14.2pp |
| Employer contribution / active EE | $3,636 | $3,367+8.0% | $3,171+14.7% | $2,726+33.4% |
| Participant deferral / active EE | $9,757 | $5,386+81.2% | $5,016+94.5% | $4,647+110.0% |
| Admin fee / account holder | -$69 | $219-131.5% | $11,033-100.6% | $430-116.1% |