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 INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $3,375 |
Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,439 | $70,667+9.6% | $123,104-37.1% | $52,331+48.0% |
| Participation rate | 77.9% | 83.7%-5.8pp | 86.8%-8.9pp | 68.1%+9.8pp |
| Annual return | 1.58% | 6.23%-4.7pp | 13.22%-11.6pp | 4.54%-3.0pp |
| Employer contribution / active EE | $2,450 | $2,946-16.8% | $5,151-52.4% | $1,882+30.2% |
| Participant deferral / active EE | $2,985 | $4,493-33.6% | $6,230-52.1% | $3,022-1.2% |
| Admin fee / account holder | $20 | $506-96.1% | $9,015-99.8% | $592-96.6% |