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 | Recordkeeping Fees | $48,595 |
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 | $40,566 | $52,293-22.4% | $178,490-77.3% | $73,409-44.7% |
| Participation rate | 95.9% | 65.3%+30.6pp | 81.9%+14.0pp | 72.2%+23.7pp |
| Annual return | 18.61% | 34.75%-16.1pp | 151.07%-132.5pp | 59.29%-40.7pp |
| Employer contribution / active EE | $2,556 | $1,735+47.3% | $5,011-49.0% | $2,234+14.5% |
| Participant deferral / active EE | $4,604 | $2,332+97.4% | $5,202-11.5% | $3,805+21.0% |
| Admin fee / account holder | $60 | $127-52.7% | $13,984-99.6% | $158-61.9% |