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 INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,753 | $57,976-7.3% | $62,995-14.7% | $62,292-13.7% |
| Participation rate | 61.0% | 75.9%-14.9pp | 74.8%-13.8pp | 69.5%-8.5pp |
| Annual return | 15.94% | 17.54%-1.6pp | 87.57%-71.6pp | 28.90%-13.0pp |
| Employer contribution / active EE | $5,143 | $2,415+113.0% | $2,759+86.4% | $2,042+151.8% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $17 | $276-94.0% | $3,600-99.5% | $479-96.5% |