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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $209 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,067 | $89,436+105.8% | $164,813+11.7% | $77,643+137.1% |
| Participation rate | 80.6% | 78.6%+1.9pp | 78.6%+2.0pp | 70.6%+10.0pp |
| Annual return | 13.00% | 28.83%-15.8pp | 69.93%-56.9pp | 31.24%-18.2pp |
| Employer contribution / active EE | $3,265 | $2,569+27.1% | $4,341-24.8% | $2,726+19.8% |
| Participant deferral / active EE | $7,222 | $4,897+47.5% | $6,031+19.7% | $4,647+55.4% |
| Admin fee / account holder | $1 | $339-99.8% | $12,690-100.0% | $430-99.8% |