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 | $10,935 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,021 |
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 | $22,461 | $65,061-65.5% | $143,757-84.4% | $66,914-66.4% |
| Participation rate | 89.4% | 65.2%+24.2pp | 80.3%+9.1pp | 69.8%+19.6pp |
| Annual return | -13.80% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $599 | $2,361-74.6% | $4,951-87.9% | $2,544-76.5% |
| Participant deferral / active EE | $3,913 | $2,919+34.1% | $5,637-30.6% | $4,237-7.6% |
| Admin fee / account holder | $32 | $502-93.6% | $14,673-99.8% | $593-94.6% |