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 | $6,479 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,766 | $60,795-28.0% | $69,455-37.0% | $65,185-32.9% |
| Participation rate | 99.4% | 74.9%+24.6pp | 74.6%+24.8pp | 70.2%+29.2pp |
| Annual return | 1.27% | 17.46%-16.2pp | 28.97%-27.7pp | 29.38%-28.1pp |
| Employer contribution / active EE | $5,166 | $2,452+110.7% | $2,779+85.9% | $2,177+137.4% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,535-100.0% | $3,514-100.0% |
| Admin fee / account holder | $28 | $314-91.2% | $3,839-99.3% | $847-96.7% |