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 25 · EIN 04-2647786 | Directed Trustee | $387,554 |
FELDMAN, INGARDONA & CO.9 years Filed as: FELDMAN, INGARDONA Service code 27 · EIN 36-4137178 | Advisory (Plan) | $50,000 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $15,000 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $114,449 | $96,188+19.0% | $75,972+50.6% | $99,062+15.5% |
| Participation rate | 80.3% | 72.7%+7.6pp | 69.1%+11.2pp | 71.6%+8.7pp |
| Annual return | 12.33% | 16.48%-4.1pp | 359.55%-347.2pp | 17.66%-5.3pp |
| Employer contribution / active EE | $1,449 | $3,167-54.2% | $2,685-46.0% | $3,262-55.6% |
| Participant deferral / active EE | $5,361 | $4,842+10.7% | $4,255+26.0% | $5,331+0.5% |
| Admin fee / account holder | $82 | $87-5.6% | $6,467-98.7% | $109-24.4% |