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 | $30,209 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,900 | $56,485+213.2% | $185,823-4.8% | $86,799+103.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 17.60% | 118.04%-100.4pp | 122.05%-104.4pp | 97.91%-80.3pp |
| Employer contribution / active EE | $7,049 | $1,843+282.5% | $5,167+36.4% | $2,405+193.1% |
| Participant deferral / active EE | $6,280 | $2,553+146.0% | $5,568+12.8% | $4,131+52.0% |
| Admin fee / account holder | $52 | $150-65.0% | $16,237-99.7% | $170-69.1% |