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 |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 64 · EIN 04-2647786 82 DEVONSHIRE STREET H11D · BOSTON, MA 021093614 | Recordkeeping Fees | $18,171 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,391 | $62,928-43.8% | $172,739-79.5% | $67,579-47.6% |
| Participation rate | 89.5% | 64.5%+25.1pp | 82.6%+6.9pp | 71.3%+18.3pp |
| Annual return | 22.66% | 30.36%-7.7pp | 802.84%-780.2pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,336 | $1,636-18.3% | $5,143-74.0% | $2,148-37.8% |
| Participant deferral / active EE | $3,167 | $2,145+47.7% | $5,198-39.1% | $3,539-10.5% |
| Admin fee / account holder | $23 | $167-86.3% | $13,954-99.8% | $142-83.9% |