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 | $10,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,178 | $30,147-3.2% | $58,482-50.1% | $80,160-63.6% |
| Participation rate | 81.5% | 34.4%+47.1pp | 50.9%+30.7pp | 72.9%+8.6pp |
| Annual return | 17.51% | 21.97%-4.5pp | 4239.32%-4221.8pp | 40.38%-22.9pp |
| Employer contribution / active EE | $1,427 | $528+170.4% | $1,053+35.4% | $2,978-52.1% |
| Participant deferral / active EE | $1,831 | $1,249+46.6% | $1,924-4.8% | $5,017-63.5% |
| Admin fee / account holder | $7 | $195-96.6% | $2,516-99.7% | $145-95.4% |