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 | $30,387 |
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 | $137,172 | $46,292+196.3% | $143,757-4.6% | $64,808+111.7% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -18.48% | -10.05%-8.4pp | -0.04%-18.4pp | 32.82%-51.3pp |
| Employer contribution / active EE | $7,019 | $1,910+267.5% | $4,951+41.8% | $2,506+180.1% |
| Participant deferral / active EE | $6,232 | $2,646+135.5% | $5,637+10.6% | $4,310+44.6% |
| Admin fee / account holder | $46 | $154-69.9% | $14,673-99.7% | $188-75.4% |