Filed November 11, 2025 (most recent of 2 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 | $230,669 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,464 | $67,679+27.8% | $155,509-44.4% | $99,062-12.7% |
| Participation rate | 96.9% | 67.2%+29.7pp | 78.2%+18.7pp | 71.6%+25.3pp |
| Annual return | 8.81% | 16.16%-7.4pp | 64.67%-55.9pp | 17.66%-8.8pp |
| Employer contribution / active EE | $6,549 | $2,268+188.7% | $4,672+40.2% | $3,262+100.8% |
| Participant deferral / active EE | $11,111 | $3,828+190.2% | $5,626+97.5% | $5,331+108.4% |
| Admin fee / account holder | $27 | $94-71.6% | $15,912-99.8% | $109-75.5% |