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 COMPANY, LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,904 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,664 | $46,292-23.0% | $143,757-75.2% | $64,808-45.0% |
| Participation rate | 80.6% | 64.2%+16.4pp | 80.3%+0.3pp | 71.5%+9.1pp |
| Annual return | -17.01% | -10.05%-7.0pp | -0.04%-17.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,357 | $1,910+23.4% | $4,951-52.4% | $2,506-6.0% |
| Participant deferral / active EE | $4,148 | $2,646+56.8% | $5,637-26.4% | $4,310-3.8% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |