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 INSTITUT OPER COMPANY Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $222 |
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 | $86,601 | $51,769+67.3% | $57,343+51.0% | $52,331+65.5% |
| Participation rate | 89.7% | 75.2%+14.4pp | 75.1%+14.6pp | 68.1%+21.6pp |
| Annual return | 2.49% | 2.43%+0.1pp | 24.39%-21.9pp | 4.54%-2.1pp |
| Employer contribution / active EE | $3,169 | $2,335+35.7% | $2,689+17.9% | $1,882+68.4% |
| Participant deferral / active EE | $2,792 | $2,794-0.1% | $3,162-11.7% | $3,022-7.6% |
| Admin fee / account holder | $1 | $295-99.8% | $3,356-100.0% | $592-99.9% |