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 64 · EIN 04-2647786 | Recordkeeping Fees | $39,517 |
Service code 27 · EIN 84-3745091 | Advisory (Plan) | $34,171 |
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 | $109,839 | $82,917+32.5% | $103,333+6.3% | $77,643+41.5% |
| Participation rate | 87.8% | 71.6%+16.3pp | 74.5%+13.3pp | 70.6%+17.3pp |
| Annual return | 13.02% | 19.13%-6.1pp | 24.88%-11.9pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,413 | $3,552-32.1% | $3,868-37.6% | $2,726-11.5% |
| Participant deferral / active EE | $4,825 | $4,108+17.4% | $5,057-4.6% | $4,647+3.8% |
| Admin fee / account holder | $285 | $638-55.4% | $8,355-96.6% | $430-33.9% |