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: FIDELITY INSTITUTIONAL OPS CO INC Service code 15 · EIN 04-2647786 | Recordkeeping | $53,326 |
FID INV INST OPS CO1+ years Service code 60 | Sub-TA Fees | $0 |
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 | $240,152 | $87,670+173.9% | $123,104+95.1% | $69,651+244.8% |
| Participation rate | 95.9% | 87.8%+8.1pp | 86.8%+9.1pp | 66.6%+29.3pp |
| Annual return | 0.64% | 3.10%-2.5pp | 13.22%-12.6pp | 53.77%-53.1pp |
| Employer contribution / active EE | $13,279 | $3,511+278.3% | $5,151+157.8% | $2,241+492.7% |
| Participant deferral / active EE | $8,085 | $5,412+49.4% | $6,230+29.8% | $3,635+122.4% |
| Admin fee / account holder | $6 | $94-93.9% | $9,015-99.9% | $63-90.9% |