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 INV INST OPERATIONS Service code 15 · EIN 04-2647786 | Recordkeeping | $11,469 |
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 | $23,428 | $26,479-11.5% | $74,701-68.6% | $77,787-69.9% |
| Participation rate | 79.0% | 37.6%+41.4pp | 54.5%+24.5pp | 73.2%+5.8pp |
| Annual return | 21.27% | 38.31%-17.0pp | 752.92%-731.7pp | 32.57%-11.3pp |
| Employer contribution / active EE | $846 | $440+92.4% | $1,084-22.0% | $2,504-66.2% |
| Participant deferral / active EE | $1,162 | $1,074+8.2% | $1,964-40.8% | $3,967-70.7% |
| Admin fee / account holder | $7 | $119-93.9% | $3,333-99.8% | $100-92.8% |