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 |
|---|---|---|
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $33,854 |
Filed as: FIDELITY INV. INST. OP Service code 60 | Sub-TA Fees | $8,821 |
Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 60 | Sub-TA Fees | $8,737 |
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 | $49,831 | $46,966+6.1% | $185,117-73.1% | $69,631-28.4% |
| Participation rate | 94.7% | 65.3%+29.5pp | 77.3%+17.4pp | 70.7%+24.0pp |
| Annual return | 21.63% | 22.36%-0.7pp | 40.50%-18.9pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $1,964 | $1,360+44.4% | $4,182-53.0% | $2,032-3.3% |
| Participant deferral / active EE | $5,209 | $3,017+72.7% | $5,045+3.3% | $3,224+61.6% |
| Admin fee / account holder | $59 | $94-36.6% | $8,159-99.3% | $110-46.2% |