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 INVESTMENT Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $20,299 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,872 | $65,557-7.1% | $64,056-5.0% | $71,457-14.8% |
| Participation rate | 96.7% | 73.2%+23.5pp | 72.3%+24.4pp | 67.9%+28.7pp |
| Annual return | 10.70% | 18.94%-8.2pp | 33.69%-23.0pp | 28.85%-18.1pp |
| Employer contribution / active EE | $6,982 | $2,669+161.6% | $2,747+154.2% | $2,588+169.8% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $78 | $616-87.4% | $3,068-97.5% | $1,587-95.1% |