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 | $445 |
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 | $74,166 | $52,467+41.4% | $57,179+29.7% | $55,167+34.4% |
| Participation rate | 99.1% | 75.8%+23.2pp | 75.3%+23.7pp | 69.0%+30.1pp |
| Annual return | 6.66% | 7.72%-1.1pp | 14.59%-7.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $5,288 | $2,477+113.4% | $2,682+97.1% | $1,963+169.4% |
| Participant deferral / active EE | $6,311 | $2,830+123.0% | $3,096+103.8% | $3,054+106.6% |
| Admin fee / account holder | $1 | $269-99.7% | $3,139-100.0% | $504-99.9% |