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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPERATIONS Service code 15 · EIN 04-2647786 | Recordkeeping | $11,268 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,643 | $31,741+6.0% | $56,411-40.4% | $199,593-83.1% |
| Participation rate | 85.7% | 32.3%+53.3pp | 52.5%+33.2pp | 72.0%+13.7pp |
| Annual return | 12.81% | 14.72%-1.9pp | 1701.33%-1688.5pp | 34.25%-21.4pp |
| Employer contribution / active EE | $1,554 | $508+206.2% | $1,039+49.6% | $3,034-48.8% |
| Participant deferral / active EE | $2,135 | $1,184+80.3% | $1,952+9.4% | $5,087-58.0% |
| Admin fee / account holder | $7 | $426-98.3% | $2,829-99.7% | $269-97.3% |