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 INV INST OPERATIONS Service code 15 · EIN 04-2647786 | Recordkeeping | $8,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,366 | $29,369+20.4% | $77,482-54.4% | $73,409-51.8% |
| Participation rate | 86.7% | 37.9%+48.8pp | 54.2%+32.5pp | 72.2%+14.6pp |
| Annual return | 13.90% | 358.15%-344.2pp | 54.79%-40.9pp | 59.29%-45.4pp |
| Employer contribution / active EE | $795 | $406+95.8% | $986-19.4% | $2,234-64.4% |
| Participant deferral / active EE | $1,696 | $941+80.3% | $1,861-8.9% | $3,805-55.4% |
| Admin fee / account holder | $8 | $123-93.4% | $2,858-99.7% | $158-94.8% |