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 | $9,667 |
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 | $36,857 | $46,173-20.2% | $170,442-78.4% | $69,631-47.1% |
| Participation rate | 79.9% | 63.9%+16.0pp | 83.6%-3.7pp | 70.7%+9.2pp |
| Annual return | 18.76% | 21.62%-2.9pp | 205.93%-187.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $737 | $1,610-54.2% | $5,433-86.4% | $2,032-63.7% |
| Participant deferral / active EE | $974 | $2,080-53.2% | $4,939-80.3% | $3,224-69.8% |
| Admin fee / account holder | $20 | $116-83.2% | $13,880-99.9% | $110-82.3% |