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 INVEST INSTIT'L OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $350 |
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 | $57,171 | $58,083-1.6% | $80,019-28.6% | $56,287+1.6% |
| Participation rate | 84.0% | 73.6%+10.4pp | 75.8%+8.1pp | 69.9%+14.1pp |
| Annual return | -1.27% | 34.61%-35.9pp | 11.22%-12.5pp | -9.96%+8.7pp |
| Employer contribution / active EE | $1,330 | $1,932-31.1% | $2,468-46.1% | $2,111-37.0% |
| Participant deferral / active EE | $2,259 | $3,135-27.9% | $3,686-38.7% | $3,350-32.6% |
| Admin fee / account holder | $2 | $623-99.7% | $6,521-100.0% | $521-99.6% |