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 |
|---|---|---|
FID INV INST OPS CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $6,987 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 60 | Sub-TA Fees | $0 |
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 | $371,870 | $152,104+144.5% | $184,200+101.9% | $106,408+249.5% |
| Participation rate | 98.5% | 85.9%+12.6pp | 86.8%+11.7pp | 69.9%+28.6pp |
| Annual return | 18.08% | 20.70%-2.6pp | 28.80%-10.7pp | 17.37%+0.7pp |
| Employer contribution / active EE | $18,761 | $5,326+252.3% | $6,424+192.0% | $3,361+458.1% |
| Participant deferral / active EE | $11,044 | $8,559+29.0% | $9,132+20.9% | $5,567+98.4% |
| Admin fee / account holder | $0 | $103-100.0% | $13,907-100.0% | $79-100.0% |