Filed March 26, 2026 (most recent of 2 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$39,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,115 | $82,917+69.0% | $103,333+35.6% | $77,643+80.5% |
| Participation rate | 87.9% | 71.6%+16.3pp | 74.5%+13.4pp | 70.6%+17.3pp |
| Annual return | 15.21% | 19.13%-3.9pp | 24.88%-9.7pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,365 | $3,552-61.6% | $3,868-64.7% | $2,726-49.9% |
| Participant deferral / active EE | $9,145 | $4,108+122.6% | $5,057+80.8% | $4,647+96.8% |
| Admin fee / account holder | $164 | $638-74.3% | $8,355-98.0% | $430-62.0% |