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 | $7,464 |
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 | $21,941 | $47,977-54.3% | $154,107-85.8% | $56,287-61.0% |
| Participation rate | 80.8% | 66.2%+14.7pp | 83.0%-2.2pp | 69.9%+11.0pp |
| Annual return | -4.73% | 3.54%-8.3pp | 735.12%-739.8pp | -9.96%+5.2pp |
| Employer contribution / active EE | $970 | $2,169-55.3% | $5,298-81.7% | $2,111-54.0% |
| Participant deferral / active EE | $2,448 | $2,392+2.4% | $5,081-51.8% | $3,350-26.9% |
| Admin fee / account holder | $29 | $438-93.3% | $13,411-99.8% | $521-94.4% |