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 INVESTMENTS COMPANY, LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $16,461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,499 | $47,126-11.9% | $149,673-72.3% | $74,419-44.2% |
| Participation rate | 83.7% | 63.4%+20.3pp | 78.8%+4.9pp | 70.7%+12.9pp |
| Annual return | 20.04% | 22.75%-2.7pp | 134.42%-114.4pp | 34.38%-14.3pp |
| Employer contribution / active EE | $2,218 | $1,905+16.4% | $4,818-54.0% | $2,637-15.9% |
| Participant deferral / active EE | $4,203 | $2,728+54.1% | $5,680-26.0% | $4,528-7.2% |
| Admin fee / account holder | $24 | $343-93.0% | $13,210-99.8% | $348-93.1% |