Filed August 18, 2026 (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 | $184,484 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,561 | $53,136+27.1% | $155,509-56.6% | $199,593-66.2% |
| Participation rate | 80.5% | 64.1%+16.4pp | 78.2%+2.3pp | 72.0%+8.5pp |
| Annual return | 13.65% | 41.15%-27.5pp | 64.67%-51.0pp | 34.25%-20.6pp |
| Employer contribution / active EE | $2,612 | $1,851+41.1% | $4,672-44.1% | $3,034-13.9% |
| Participant deferral / active EE | $3,109 | $3,161-1.6% | $5,626-44.7% | $5,087-38.9% |
| Admin fee / account holder | $113 | $185-39.0% | $15,912-99.3% | $269-57.9% |