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: FIDELITY INVESTMENTS INST. OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $425 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,868 | $47,126-34.5% | $149,673-79.4% | $74,419-58.5% |
| Participation rate | 99.8% | 63.4%+36.4pp | 78.8%+21.1pp | 70.7%+29.1pp |
| Annual return | 15.38% | 22.75%-7.4pp | 134.42%-119.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $3,020 | $1,905+58.5% | $4,818-37.3% | $2,637+14.5% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |