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 | $41,325 |
FID INV INST OPS CO3+ years 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 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 | $301,255 | $112,134+168.7% | $149,718+101.2% | $80,976+272.0% |
| Participation rate | 96.3% | 87.3%+9.1pp | 87.1%+9.3pp | 68.3%+28.1pp |
| Annual return | 19.25% | 17.23%+2.0pp | 1501.63%-1482.4pp | 22.91%-3.7pp |
| Employer contribution / active EE | $15,607 | $3,991+291.0% | $5,445+186.6% | $2,402+549.7% |
| Participant deferral / active EE | $9,283 | $6,036+53.8% | $6,569+41.3% | $3,848+141.2% |
| Admin fee / account holder | $3 | $109-96.8% | $11,283-100.0% | $67-94.9% |