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 WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $25,789 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $21,899 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $6,071 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,456 | $84,556+17.6% | $116,228-14.4% | $74,304+33.9% |
| Participation rate | 97.5% | 66.0%+31.4pp | 74.6%+22.9pp | 60.3%+37.1pp |
| Annual return | 4.32% | 18.35%-14.0pp | 90.06%-85.7pp | 29.43%-25.1pp |
| Employer contribution / active EE | $2,030 | $2,168-6.3% | $2,994-32.2% | $2,241-9.4% |
| Participant deferral / active EE | $6,991 | $3,814+83.3% | $4,953+41.2% | $3,767+85.6% |
| Admin fee / account holder | $295 | $3,792-92.2% | $11,989-97.5% | $2,969-90.1% |