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 INST OPS Service code 50 · EIN 04-2647786 | Direct Payment | $113,192 |
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $615 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,922 | $44,794-60.0% | $90,281-80.1% | $77,787-77.0% |
| Participation rate | 76.7% | 66.6%+10.1pp | 73.3%+3.4pp | 73.2%+3.5pp |
| Annual return | 18.56% | 28.23%-9.7pp | 78.10%-59.5pp | 32.57%-14.0pp |
| Employer contribution / active EE | $1,163 | $1,809-35.7% | $2,854-59.3% | $2,504-53.6% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,885-100.0% | $3,967-100.0% |
| Admin fee / account holder | $44 | $94-53.4% | $5,351-99.2% | $100-56.0% |