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 Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,560 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,609 | $86,929+249.3% | $102,423+196.4% | $80,856+275.5% |
| Participation rate | 89.6% | 72.4%+17.2pp | 76.5%+13.1pp | 67.6%+21.9pp |
| Annual return | 27.12% | 18.88%+8.2pp | 29.32%-2.2pp | 35.59%-8.5pp |
| Employer contribution / active EE | $2,328 | $2,369-1.7% | $3,023-23.0% | $2,755-15.5% |
| Participant deferral / active EE | $11,158 | $4,118+170.9% | $5,053+120.8% | $4,296+159.7% |
| Admin fee / account holder | $107 | $8,049-98.7% | $9,451-98.9% | $6,918-98.4% |