Filed December 12, 2025 (most recent of 3 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 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 OPS CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $319,437 |
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $215,202 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $57,698 |
Service code 99 | Other Fees | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,479 | $99,062-25.8% | $100,391-26.8% | $99,062-25.8% |
| Participation rate | 97.1% | 71.6%+25.5pp | 81.5%+15.7pp | 71.6%+25.5pp |
| Annual return | 17.63% | 17.66%0pp | 49.20%-31.6pp | 17.66%0pp |
| Employer contribution / active EE | $6,829 | $3,262+109.3% | $3,942+73.2% | $3,262+109.3% |
| Participant deferral / active EE | $10,363 | $5,331+94.4% | $8,082+28.2% | $5,331+94.4% |
| Admin fee / account holder | $73 | $109-32.7% | $7,899-99.1% | $109-32.7% |