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 | $24,698 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $24,170 |
Employer contribution per participant 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 | $51,908 | $79,184-34.4% | $102,438-49.3% | $74,546-30.4% |
| Participation rate | 71.8% | 74.8%-3.0pp | 76.5%-4.7pp | 67.2%+4.6pp |
| Annual return | 17.83% | 54.95%-37.1pp | 29.37%-11.5pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $501 | $2,362-78.8% | $3,024-83.4% | $2,624-80.9% |
| Participant deferral / active EE | $2,625 | $4,414-40.5% | $5,054-48.0% | $4,347-39.6% |
| Admin fee / account holder | $236 | $2,001-88.2% | $9,448-97.5% | $1,944-87.9% |