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 4-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 OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,918 | $61,272+1.1% | $149,673-58.6% | $71,457-13.3% |
| Participation rate | 87.5% | 62.5%+25.0pp | 78.8%+8.7pp | 67.9%+19.6pp |
| Annual return | 135.37% | 35.85%+99.5pp | 134.42%+1.0pp | 28.85%+106.5pp |
| Employer contribution / active EE | $3,269 | $2,378+37.4% | $4,818-32.2% | $2,588+26.3% |
| Participant deferral / active EE | $6,444 | $2,917+120.9% | $5,680+13.5% | $4,289+50.3% |
| Admin fee / account holder | $0 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |