See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS COMPANY, LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $17,790 |
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 | $45,563 | $50,815-10.3% | $155,509-70.7% | $77,643-41.3% |
| Participation rate | 83.3% | 63.1%+20.2pp | 78.2%+5.1pp | 70.6%+12.7pp |
| Annual return | 16.79% | 34.80%-18.0pp | 64.67%-47.9pp | 31.24%-14.4pp |
| Employer contribution / active EE | $2,592 | $1,993+30.1% | $4,672-44.5% | $2,726-4.9% |
| Participant deferral / active EE | $4,786 | $2,822+69.6% | $5,626-14.9% | $4,647+3.0% |
| Admin fee / account holder | $20 | $437-95.4% | $15,912-99.9% | $430-95.3% |