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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$41,938 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $540,620 | $197,941+173.1% | $100,534+437.7% | $85,563+531.8% |
| Participation rate | 98.3% | 83.8%+14.5pp | 80.6%+17.7pp | 66.0%+32.3pp |
| Annual return | 14.39% | 21.00%-6.6pp | 32.66%-18.3pp | 31.51%-17.1pp |
| Employer contribution / active EE | $22,489 | $7,157+214.2% | $4,346+417.4% | $2,654+747.5% |
| Participant deferral / active EE | $13,556 | $9,061+49.6% | $6,144+120.6% | $4,375+209.8% |
| Admin fee / account holder | -$118 | $1,158-110.2% | $7,654-101.5% | $834-114.1% |