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. OP. CO. Service code 64 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Recordkeeping Fees | $8,731 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,712 | $36,916-11.4% | $156,549-79.1% | $57,658-43.3% |
| Participation rate | 78.4% | 63.4%+15.0pp | 84.0%-5.6pp | 70.2%+8.2pp |
| Annual return | 6.41% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $728 | $1,571-53.6% | $5,501-86.8% | $1,974-63.1% |
| Participant deferral / active EE | $1,010 | $1,926-47.5% | $4,871-79.3% | $3,061-67.0% |
| Admin fee / account holder | $24 | $82-70.3% | $13,027-99.8% | $95-74.1% |