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 INVST INST OP CO INC. Service code 27 · EIN 04-2647786 | Advisory (Plan) | $20,630 |
Filed as: FIDELITY INVST INST CO CO, INC. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVST INST OP CO, INC. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVST INST OP CO, INC.L Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVST INST OP CO. INC. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,673 | $46,869+29.5% | $122,332-50.4% | $70,131-13.5% |
| Participation rate | 53.5% | 58.2%-4.7pp | 71.6%-18.1pp | 69.5%-16.1pp |
| Annual return | 15.88% | 24.22%-8.3pp | 30.27%-14.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,097 | $1,288-14.8% | $4,050-72.9% | $2,342-53.2% |
| Participant deferral / active EE | $2,114 | $2,166-2.4% | $3,287-35.7% | $3,332-36.5% |
| Admin fee / account holder | $327 | $3,322-90.1% | $5,478-94.0% | $4,645-93.0% |