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 | $5,024 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,009 | $30,555+14.6% | $80,716-56.6% | $86,799-59.7% |
| Participation rate | 81.8% | 37.2%+44.6pp | 54.2%+27.7pp | 72.3%+9.6pp |
| Annual return | 14.61% | 30.35%-15.7pp | 87.28%-72.7pp | 97.91%-83.3pp |
| Employer contribution / active EE | $1,265 | $472+168.0% | $1,160+9.1% | $2,405-47.4% |
| Participant deferral / active EE | $1,368 | $1,050+30.3% | $2,146-36.3% | $4,131-66.9% |
| Admin fee / account holder | $4 | $135-97.0% | $3,380-99.9% | $170-97.6% |