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 | $450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,412 | $79,171-47.7% | $102,423-59.6% | $74,495-44.4% |
| Participation rate | 85.8% | 74.8%+11.1pp | 76.5%+9.4pp | 67.2%+18.6pp |
| Annual return | 14.10% | 54.93%-40.8pp | 29.32%-15.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,847 | $2,362-21.8% | $3,023-38.9% | $2,623-29.6% |
| Participant deferral / active EE | $967 | $4,415-78.1% | $5,053-80.9% | $4,346-77.7% |
| Admin fee / account holder | $2 | $2,001-99.9% | $9,451-100.0% | $1,942-99.9% |