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 | $50,871 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,237 | $82,917-6.9% | $103,333-25.3% | $77,643-0.5% |
| Participation rate | 82.9% | 71.6%+11.3pp | 74.5%+8.3pp | 70.6%+12.3pp |
| Annual return | 16.72% | 19.13%-2.4pp | 24.88%-8.2pp | 31.24%-14.5pp |
| Employer contribution / active EE | $4,356 | $3,552+22.7% | $3,868+12.6% | $2,726+59.8% |
| Participant deferral / active EE | $5,286 | $4,108+28.7% | $5,057+4.5% | $4,647+13.7% |
| Admin fee / account holder | $69 | $638-89.2% | $8,355-99.2% | $430-84.0% |