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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INSTIT OPER CO Service code 55 | Other Commissions | $34,226 |
Service code 49 · EIN 04-2530412 | Other Services | $11,451 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $6,760 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 55 · EIN 26-4310632 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $0 |
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 | $44,601 | $65,908-32.3% | $81,812-45.5% | $77,643-42.6% |
| Participation rate | 95.3% | 65.8%+29.5pp | 72.3%+23.0pp | 70.6%+24.7pp |
| Annual return | 11.36% | 26.64%-15.3pp | 773.79%-762.4pp | 31.24%-19.9pp |
| Employer contribution / active EE | $2,040 | $2,370-13.9% | $2,912-30.0% | $2,726-25.2% |
| Participant deferral / active EE | $4,065 | $3,505+16.0% | $4,319-5.9% | $4,647-12.5% |
| Admin fee / account holder | $65 | $526-87.6% | $7,386-99.1% | $430-84.9% |