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 | $20,631 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,671 | $49,915-36.6% | $154,803-79.5% | $74,304-57.4% |
| Participation rate | 91.1% | 54.0%+37.1pp | 78.1%+13.0pp | 60.3%+30.7pp |
| Annual return | 16.12% | 34.06%-17.9pp | 58.88%-42.8pp | 29.43%-13.3pp |
| Employer contribution / active EE | $720 | $1,611-55.3% | $4,305-83.3% | $2,241-67.9% |
| Participant deferral / active EE | $5,269 | $2,255+133.7% | $5,540-4.9% | $3,767+39.9% |
| Admin fee / account holder | $53 | $2,189-97.6% | $14,329-99.6% | $2,969-98.2% |