Filed August 5, 2026 (most recent of 2 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 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. OP. CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $460 |
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 | $71,283 | $51,769+37.7% | $57,343+24.3% | $52,331+36.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 2.35% | 2.43%-0.1pp | 24.39%-22.0pp | 4.54%-2.2pp |
| Employer contribution / active EE | $5,244 | $2,335+124.6% | $2,689+95.0% | $1,882+178.7% |
| Participant deferral / active EE | $6,066 | $2,794+117.1% | $3,162+91.8% | $3,022+100.7% |
| Admin fee / account holder | $1 | $295-99.7% | $3,356-100.0% | $592-99.9% |