Filed May 8, 2026 (most recent of 4 filings on file)
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 | $33,860 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,907 | $122,239-2.7% | $184,203-35.4% | $74,495+59.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 12.15% | 19.95%-7.8pp | 28.81%-16.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,944 | $4,537-13.1% | $6,427-38.6% | $2,623+50.4% |
| Participant deferral / active EE | $8,228 | $7,139+15.3% | $9,131-9.9% | $4,346+89.3% |
| Admin fee / account holder | $340 | $1,260-73.0% | $13,901-97.6% | $1,942-82.5% |