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: ANCORA RETIREMENT PLAN ADVISORS Service code 27 · EIN 23-2697799 | Advisory (Plan) | $23,971 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $21,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,264 | $87,870-40.5% | $113,168-53.8% | $74,304-29.7% |
| Participation rate | 86.5% | 70.7%+15.7pp | 76.6%+9.9pp | 60.3%+26.1pp |
| Annual return | 16.97% | 26.44%-9.5pp | 24.27%-7.3pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,371 | $2,277+4.1% | $2,975-20.3% | $2,241+5.8% |
| Participant deferral / active EE | $2,910 | $4,241-31.4% | $5,107-43.0% | $3,767-22.8% |
| Admin fee / account holder | $221 | $3,368-93.4% | $12,068-98.2% | $2,969-92.6% |