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 27 · EIN 04-2647786 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,464 | $91,190-60.0% | $178,490-79.6% | $79,858-54.3% |
| Participation rate | 87.8% | 69.2%+18.6pp | 81.9%+5.9pp | 69.6%+18.2pp |
| Annual return | 3.01% | 24.19%-21.2pp | 151.07%-148.1pp | 31.71%-28.7pp |
| Employer contribution / active EE | $1,194 | $3,256-63.3% | $5,011-76.2% | $2,471-51.7% |
| Participant deferral / active EE | $1,989 | $3,236-38.5% | $5,202-61.8% | $3,740-46.8% |
| Admin fee / account holder | $296 | $6,751-95.6% | $13,984-97.9% | $5,306-94.4% |