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 | $30,742 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,075 | $47,126+265.1% | $149,673+15.0% | $74,419+131.2% |
| Participation rate | 99.6% | 63.4%+36.2pp | 78.8%+20.8pp | 70.7%+28.8pp |
| Annual return | 21.75% | 22.75%-1.0pp | 134.42%-112.7pp | 34.38%-12.6pp |
| Employer contribution / active EE | $6,379 | $1,905+234.8% | $4,818+32.4% | $2,637+141.9% |
| Participant deferral / active EE | $5,768 | $2,728+111.5% | $5,680+1.6% | $4,528+27.4% |
| Admin fee / account holder | $49 | $343-85.8% | $13,210-99.6% | $348-86.0% |