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 INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $16,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,636 | $87,870-11.6% | $113,168-31.4% | $74,304+4.5% |
| Participation rate | 89.5% | 70.7%+18.7pp | 76.6%+12.9pp | 60.3%+29.1pp |
| Annual return | 29.14% | 26.44%+2.7pp | 24.27%+4.9pp | 29.43%-0.3pp |
| Employer contribution / active EE | $1,241 | $2,277-45.5% | $2,975-58.3% | $2,241-44.6% |
| Participant deferral / active EE | $4,508 | $4,241+6.3% | $5,107-11.7% | $3,767+19.7% |
| Admin fee / account holder | $182 | $3,368-94.6% | $12,068-98.5% | $2,969-93.9% |