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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $35,251 |
Service code 27 · EIN 84-3745091 | Advisory (Plan) | $28,886 |
Filed as: FIDELITY INVESTMENTS COMPANY INC Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,886 | $208,526-50.2% | $96,683+7.5% | - |
| Participation rate | 88.8% | 66.0%+22.8pp | 74.3%+14.4pp | - |
| Annual return | 16.83% | 18.23%-1.4pp | 35.69%-18.9pp | - |
| Employer contribution / active EE | $2,812 | $2,182+28.9% | $3,737-24.7% | - |
| Participant deferral / active EE | $5,034 | $4,056+24.1% | $4,878+3.2% | - |
| Admin fee / account holder | $264 | $13,060-98.0% | $6,730-96.1% | - |