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 Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$31,593 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,900 | $88,890+4.5% | $102,423-9.3% | $77,643+19.7% |
| Participation rate | 83.9% | 80.9%+2.9pp | 76.5%+7.4pp | 70.6%+13.3pp |
| Annual return | 17.81% | 24.98%-7.2pp | 29.32%-11.5pp | 31.24%-13.4pp |
| Employer contribution / active EE | $2,013 | $2,698-25.4% | $3,023-33.4% | $2,726-26.1% |
| Participant deferral / active EE | $5,029 | $5,145-2.3% | $5,053-0.5% | $4,647+8.2% |
| Admin fee / account holder | $1 | $235-99.5% | $9,451-100.0% | $430-99.7% |