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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $222,251 |
Filed as: FIDELITY INVST INSTNL OPRTN CO, INC Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,703 | $63,259-38.8% | $178,490-78.3% | $93,223-58.5% |
| Participation rate | 75.9% | 72.1%+3.8pp | 81.9%-6.0pp | 74.9%+1.0pp |
| Annual return | 15.52% | 19.93%-4.4pp | 151.07%-135.6pp | 19.29%-3.8pp |
| Employer contribution / active EE | $1,598 | $1,865-14.3% | $5,011-68.1% | $2,680-40.4% |
| Participant deferral / active EE | $3,698 | $3,372+9.7% | $5,202-28.9% | $4,563-19.0% |
| Admin fee / account holder | $22 | $58-61.7% | $13,984-99.8% | $79-72.0% |