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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $5,174 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,527 | $74,347+153.6% | $93,606+101.4% | $67,579+179.0% |
| Participation rate | 98.9% | 80.6%+18.3pp | 75.8%+23.1pp | 71.3%+27.6pp |
| Annual return | 19.83% | 28.07%-8.2pp | 32.76%-12.9pp | 378.56%-358.7pp |
| Employer contribution / active EE | $3,351 | $2,583+29.7% | $2,718+23.3% | $2,148+56.0% |
| Participant deferral / active EE | $9,242 | $4,060+127.6% | $4,069+127.1% | $3,539+161.1% |
| Admin fee / account holder | $15 | $123-87.7% | $7,888-99.8% | $142-89.4% |