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 | $20,667 |
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 | $57,829 | $65,322-11.5% | $70,449-17.9% | $73,488-21.3% |
| Participation rate | 97.1% | 77.0%+20.1pp | 75.1%+22.0pp | 70.7%+26.4pp |
| Annual return | 17.56% | 15.71%+1.8pp | 109.03%-91.5pp | 28.51%-11.0pp |
| Employer contribution / active EE | $5,400 | $2,460+119.5% | $2,737+97.3% | $2,270+137.9% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $93 | $214-56.5% | $3,845-97.6% | $513-81.8% |