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 |
|---|---|---|
Filed as: FIDUCIARY Service code 16 · EIN 20-4751585 | Consulting | $8,750 |
Filed as: FIDELITY INVEST INSTITUTIONAL OP CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$9,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,508 | $35,485+67.7% | $74,550-20.2% | $55,725+6.8% |
| Participation rate | 89.9% | 62.5%+27.4pp | 69.1%+20.8pp | 70.9%+19.1pp |
| Annual return | -4.12% | 0.72%-4.8pp | 32.53%-36.6pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,870 | $777+140.6% | $1,961-4.6% | $2,078-10.0% |
| Participant deferral / active EE | $4,373 | $2,181+100.5% | $3,108+40.7% | $3,356+30.3% |
| Admin fee / account holder | $10 | $114-91.3% | $5,060-99.8% | $115-91.3% |