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 INSTITUTIONAL10+ years Service code 26 · EIN 04-2647786 | Advisory (Participants) | $194,957 |
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 | $301,931 | $145,906+106.9% | $67,502+347.3% | $106,382+183.8% |
| Participation rate | 87.5% | 67.1%+20.4pp | 72.9%+14.7pp | 69.9%+17.6pp |
| Annual return | 15.14% | 15.10%0pp | 3512.12%-3497.0pp | 17.37%-2.2pp |
| Employer contribution / active EE | $5,696 | $6,028-5.5% | $2,731+108.6% | $3,364+69.3% |
| Participant deferral / active EE | $11,129 | $5,093+118.5% | $4,000+178.2% | $5,569+99.9% |
| Admin fee / account holder | $31 | $38-17.2% | $3,998-99.2% | $79-60.5% |