Filed August 19, 2025 (most recent of 3 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 INSTITUTIONAL11+ years Service code 26 · EIN 04-2647786 | Advisory (Participants) | $192,015 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,557 | $140,769+143.3% | $65,493+423.0% | $140,769+143.3% |
| Participation rate | 89.1% | 74.2%+15.0pp | 73.1%+16.0pp | 74.2%+15.0pp |
| Annual return | 17.35% | 16.82%+0.5pp | 982.45%-965.1pp | 16.82%+0.5pp |
| Employer contribution / active EE | $6,066 | $3,906+55.3% | $2,574+135.6% | $3,906+55.3% |
| Participant deferral / active EE | $11,859 | $6,717+76.6% | $3,961+199.4% | $6,717+76.6% |
| Admin fee / account holder | $28 | $229-87.6% | $5,028-99.4% | $229-87.6% |