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 INVESTMENTS Service code 15 · EIN 04-2647786 900 SALEM STREET · SMITHFIELD, RI 02917 | Recordkeeping | $0 |
KERBERROSE WEALTH MANAGEMENT7 years Service code 51 · EIN 30-0793896 115 EAST 5TH STREET · SHAWANO, WI 54166 | Investment Mgmt Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,868 | $96,128+4.9% | $136,007-25.8% | $80,856+24.7% |
| Participation rate | 98.0% | 71.2%+26.7pp | 76.5%+21.5pp | 67.6%+30.3pp |
| Annual return | 12.32% | 28.71%-16.4pp | 579.32%-567.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,200 | $3,351-34.4% | $4,217-47.8% | $2,755-20.2% |
| Participant deferral / active EE | $4,788 | $5,709-16.1% | $7,025-31.8% | $4,296+11.4% |
| Admin fee / account holder | $357 | $8,236-95.7% | $6,858-94.8% | $6,918-94.8% |