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 8-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 CO INC Service code 13 · EIN 04-2647786 | Contract Administrator | $5,695 |
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 | $18,589 | $55,453-66.5% | $170,442-89.1% | $62,292-70.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 40.87% | 21.38%+19.5pp | 205.93%-165.1pp | 28.90%+12.0pp |
| Employer contribution / active EE | $564 | $2,164-73.9% | $5,433-89.6% | $2,042-72.4% |
| Participant deferral / active EE | $1,772 | $2,303-23.1% | $4,939-64.1% | $3,169-44.1% |
| Admin fee / account holder | $17 | $455-96.2% | $13,880-99.9% | $479-96.4% |