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 | $20,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,609 | $86,929-25.7% | $102,423-36.9% | $80,856-20.1% |
| Participation rate | 95.8% | 72.4%+23.5pp | 76.5%+19.3pp | 67.6%+28.2pp |
| Annual return | 17.14% | 18.88%-1.7pp | 29.32%-12.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,275 | $2,369-46.2% | $3,023-57.8% | $2,755-53.7% |
| Participant deferral / active EE | $4,666 | $4,118+13.3% | $5,053-7.7% | $4,296+8.6% |
| Admin fee / account holder | $218 | $8,049-97.3% | $9,451-97.7% | $6,918-96.8% |