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 | -$5,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,195 | $56,485-27.1% | $185,823-77.8% | $86,799-52.5% |
| Participation rate | 81.1% | 65.5%+15.7pp | 81.7%-0.6pp | 72.3%+8.9pp |
| Annual return | 16.24% | 118.04%-101.8pp | 122.05%-105.8pp | 97.91%-81.7pp |
| Employer contribution / active EE | $2,577 | $1,843+39.9% | $5,167-50.1% | $2,405+7.2% |
| Participant deferral / active EE | $3,735 | $2,553+46.3% | $5,568-32.9% | $4,131-9.6% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |