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 37 · EIN 04-2647786 | Loan Processing | $50,851 |
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $2,051 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,617 | $79,124-4.4% | $60,874+24.2% | $64,808+16.7% |
| Participation rate | 88.5% | 77.7%+10.8pp | 73.1%+15.4pp | 71.5%+17.0pp |
| Annual return | -12.69% | -7.13%-5.6pp | 16.90%-29.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $3,828 | $3,050+25.5% | $2,701+41.7% | $2,506+52.8% |
| Participant deferral / active EE | $6,075 | $3,725+63.1% | $3,817+59.2% | $4,310+41.0% |
| Admin fee / account holder | $105 | $106-0.8% | $3,224-96.8% | $188-44.2% |