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 | $18,957 |
FID INV INST OPS CO5+ 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 | $334,826 | $121,259+176.1% | $162,163+106.5% | $89,569+273.8% |
| Participation rate | 96.8% | 90.0%+6.7pp | 87.6%+9.2pp | 69.6%+27.2pp |
| Annual return | 24.39% | 22.23%+2.2pp | 115.59%-91.2pp | 34.56%-10.2pp |
| Employer contribution / active EE | $15,453 | $4,435+248.4% | $5,614+175.3% | $2,584+498.0% |
| Participant deferral / active EE | $9,544 | $6,620+44.2% | $7,298+30.8% | $4,220+126.2% |
| Admin fee / account holder | $0 | $101-100.0% | $10,843-100.0% | $72-100.0% |