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 9-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 Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $21,267 |
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $1,343 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,637 | $57,976+75.3% | $62,995+61.3% | $62,292+63.2% |
| Participation rate | 94.4% | 75.9%+18.5pp | 74.8%+19.6pp | 69.5%+24.9pp |
| Annual return | 11.06% | 17.54%-6.5pp | 87.57%-76.5pp | 28.90%-17.8pp |
| Employer contribution / active EE | $5,561 | $2,415+130.3% | $2,759+101.6% | $2,042+172.3% |
| Participant deferral / active EE | $6,757 | $2,956+128.6% | $3,329+103.0% | $3,169+113.2% |
| Admin fee / account holder | $75 | $276-72.9% | $3,600-97.9% | $479-84.4% |