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 | $2,603 |
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 | $42,303 | $55,002-23.1% | $59,878-29.4% | $56,287-24.8% |
| Participation rate | 96.4% | 75.9%+20.4pp | 74.7%+21.7pp | 69.9%+26.5pp |
| Annual return | 11.35% | 1.13%+10.2pp | 3.46%+7.9pp | -9.96%+21.3pp |
| Employer contribution / active EE | $4,960 | $2,448+102.6% | $2,722+82.2% | $2,111+135.0% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $12 | $236-95.1% | $3,590-99.7% | $521-97.8% |