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 | $35,659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,157 | $69,763-3.7% | $67,502-0.5% | $74,495-9.8% |
| Participation rate | 99.4% | 71.4%+28.0pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 17.75% | -40.34%+58.1pp | 3512.12%-3494.4pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $6,811 | $2,704+151.9% | $2,731+149.4% | $2,623+159.7% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $134 | $896-85.1% | $3,998-96.7% | $1,942-93.1% |