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 | $9,715 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,976 |
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 | $26,814 | $61,272-56.2% | $149,673-82.1% | $71,457-62.5% |
| Participation rate | 84.7% | 62.5%+22.2pp | 78.8%+5.9pp | 67.9%+16.7pp |
| Annual return | 14.43% | 35.85%-21.4pp | 134.42%-120.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $780 | $2,378-67.2% | $4,818-83.8% | $2,588-69.9% |
| Participant deferral / active EE | $5,302 | $2,917+81.8% | $5,680-6.7% | $4,289+23.6% |
| Admin fee / account holder | $30 | $1,261-97.6% | $13,210-99.8% | $1,587-98.1% |