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: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $11,649 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,063 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,642 | $61,156-54.8% | $185,823-85.1% | $79,386-65.2% |
| Participation rate | 89.1% | 66.6%+22.5pp | 81.7%+7.4pp | 70.7%+18.4pp |
| Annual return | 15.50% | 19.45%-3.9pp | 122.05%-106.5pp | 116.85%-101.4pp |
| Employer contribution / active EE | $677 | $2,321-70.8% | $5,167-86.9% | $2,427-72.1% |
| Participant deferral / active EE | $4,647 | $2,789+66.6% | $5,568-16.5% | $4,046+14.9% |
| Admin fee / account holder | $37 | $710-94.7% | $16,237-99.8% | $626-94.1% |