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 INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,514 | $108,549+80.1% | $156,263+25.1% | $85,563+128.5% |
| Participation rate | 88.1% | 77.1%+11.1pp | 78.9%+9.2pp | 66.0%+22.2pp |
| Annual return | 16.72% | 21.79%-5.1pp | 59.47%-42.7pp | 31.51%-14.8pp |
| Employer contribution / active EE | $2,186 | $2,690-18.7% | $4,333-49.5% | $2,654-17.6% |
| Participant deferral / active EE | $7,834 | $4,800+63.2% | $6,158+27.2% | $4,375+79.1% |
| Admin fee / account holder | $1 | $650-99.9% | $14,255-100.0% | $834-99.9% |