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 9-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. OPS Service code 37 · EIN 04-2647786 | Loan Processing | $477,972 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,902 | $71,957+27.7% | $67,652+35.8% | $59,188+55.3% |
| Participation rate | 99.6% | 82.7%+16.9pp | 75.7%+23.9pp | 69.4%+30.2pp |
| Annual return | -0.30% | 8.53%-8.8pp | 6625.04%-6625.3pp | 5.51%-5.8pp |
| Employer contribution / active EE | $6,147 | $2,432+152.8% | $2,266+171.3% | $2,098+193.0% |
| Participant deferral / active EE | $5,869 | $4,211+39.4% | $3,560+64.9% | $3,265+79.8% |
| Admin fee / account holder | $76 | $64+18.6% | $4,821-98.4% | $92-17.5% |