Filed April 21, 2025 (most recent of 4 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$51,810 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $529,494 | $155,364+240.8% | $103,476+411.7% | $77,643+582.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.5%+19.5pp | 70.6%+29.4pp |
| Annual return | 13.95% | 19.02%-5.1pp | 23.90%-10.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $22,472 | $5,949+277.7% | $4,672+381.0% | $2,726+724.4% |
| Participant deferral / active EE | $13,461 | $8,482+58.7% | $6,623+103.2% | $4,647+189.6% |
| Admin fee / account holder | -$153 | $503-130.5% | $9,413-101.6% | $430-135.6% |