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 | $35,461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,141 | $50,982+298.5% | $154,803+31.2% | $85,563+137.4% |
| Participation rate | 94.6% | 59.8%+34.8pp | 78.1%+16.5pp | 66.0%+28.7pp |
| Annual return | 18.77% | 30.35%-11.6pp | 58.88%-40.1pp | 31.51%-12.7pp |
| Employer contribution / active EE | $5,374 | $1,708+214.6% | $4,305+24.8% | $2,654+102.5% |
| Participant deferral / active EE | $4,871 | $2,474+96.9% | $5,540-12.1% | $4,375+11.3% |
| Admin fee / account holder | $49 | $846-94.2% | $14,329-99.7% | $834-94.1% |