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 | $71,014 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,745 | $55,415-59.0% | $155,509-85.4% | $74,495-69.5% |
| Participation rate | 99.5% | 61.9%+37.6pp | 78.2%+21.4pp | 67.2%+32.3pp |
| Annual return | 13.75% | 268.50%-254.8pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $504 | $2,267-77.8% | $4,672-89.2% | $2,623-80.8% |
| Participant deferral / active EE | $4,248 | $2,836+49.8% | $5,626-24.5% | $4,346-2.2% |
| Admin fee / account holder | $151 | $1,738-91.3% | $15,912-99.1% | $1,942-92.2% |