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 | $3,789 |
Annual investment return 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 | $120,156 | $68,914+74.4% | $136,749-12.1% | $74,304+61.7% |
| Participation rate | 97.7% | 51.3%+46.3pp | 72.1%+25.5pp | 60.3%+37.3pp |
| Annual return | 10.54% | 16.34%-5.8pp | 24.33%-13.8pp | 29.43%-18.9pp |
| Employer contribution / active EE | $2,330 | $1,561+49.2% | $3,400-31.5% | $2,241+4.0% |
| Participant deferral / active EE | $4,754 | $2,541+87.1% | $4,692+1.3% | $3,767+26.2% |
| Admin fee / account holder | $17 | $3,149-99.5% | $11,386-99.9% | $2,969-99.4% |