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 Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $301,599 | $80,177+276.2% | $123,892+143.4% | $57,658+423.1% |
| Participation rate | 80.4% | 74.4%+6.0pp | 81.4%-1.0pp | 70.2%+10.2pp |
| Annual return | 6.65% | 17.90%-11.2pp | 47.52%-40.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $11,229 | $2,913+285.5% | $4,617+143.2% | $1,974+468.9% |
| Participant deferral / active EE | $8,069 | $5,130+57.3% | $5,984+34.8% | $3,061+163.7% |
| Admin fee / account holder | -$151 | $106-242.0% | $8,357-101.8% | $95-259.7% |