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 | $26,038 |
FID INV INST OPS CO7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,412 | $143,889+164.4% | $189,513+100.7% | $106,520+257.1% |
| Participation rate | 95.5% | 89.1%+6.3pp | 87.8%+7.7pp | 71.3%+24.2pp |
| Annual return | 16.74% | 17.38%-0.6pp | 555.15%-538.4pp | 19.28%-2.5pp |
| Employer contribution / active EE | $14,462 | $4,416+227.5% | $6,162+134.7% | $2,840+409.1% |
| Participant deferral / active EE | $9,663 | $7,575+27.6% | $8,221+17.5% | $4,948+95.3% |
| Admin fee / account holder | $0 | $98-100.0% | $12,045-100.0% | $75-100.0% |