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 | $24,380 |
INVERNESS SECURITIES LLC3 years Service code 27 · EIN 01-0791017 | Advisory (Plan) | $7,949 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 27 · EIN 23-2697799 | Advisory (Plan) | $5,746 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,610 | $79,171-38.6% | $102,423-52.5% | $74,495-34.7% |
| Participation rate | 85.5% | 74.8%+10.7pp | 76.5%+9.0pp | 67.2%+18.3pp |
| Annual return | 7.45% | 54.93%-47.5pp | 29.32%-21.9pp | 1364.94%-1357.5pp |
| Employer contribution / active EE | $2,560 | $2,362+8.4% | $3,023-15.3% | $2,623-2.4% |
| Participant deferral / active EE | $2,908 | $4,415-34.1% | $5,053-42.5% | $4,346-33.1% |
| Admin fee / account holder | $180 | $2,001-91.0% | $9,451-98.1% | $1,942-90.7% |