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 | $80,705+23.2% | $115,768-14.1% | $67,986+46.3% |
| Participation rate | 97.5% | 63.0%+34.5pp | 74.4%+23.1pp | 57.2%+40.3pp |
| Annual return | 4.32% | 18.49%-14.2pp | 100.46%-96.1pp | 31.67%-27.3pp |
| Employer contribution / active EE | $2,030 | $2,046-0.8% | $2,940-30.9% | $2,019+0.6% |
| Participant deferral / active EE | $6,991 | $3,559+96.4% | $4,917+42.2% | $3,358+108.2% |
| Admin fee / account holder | $295 | $4,135-92.9% | $12,439-97.6% | $3,203-90.8% |