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 INVESTMENTS INST OPER CO I Service code 27 · EIN 04-2647786 | Advisory (Plan) | $39,637 |
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 | $110,745 | $80,005+38.4% | $140,016-20.9% | $55,725+98.7% |
| Participation rate | 79.1% | 87.0%-7.9pp | 87.5%-8.4pp | 70.9%+8.3pp |
| Annual return | -4.85% | 0.46%-5.3pp | 651.12%-656.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $3,969 | $3,403+16.7% | $5,606-29.2% | $2,078+91.0% |
| Participant deferral / active EE | $12,190 | $5,264+131.6% | $6,927+76.0% | $3,356+263.3% |
| Admin fee / account holder | $114 | $116-1.5% | $10,705-98.9% | $115-1.0% |