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 | $3,938 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 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 | $224,518 | $85,135+163.7% | $98,907+127.0% | $73,409+205.8% |
| Participation rate | 99.3% | 81.1%+18.1pp | 76.0%+23.2pp | 72.2%+27.1pp |
| Annual return | 17.30% | 19.14%-1.8pp | 196.43%-179.1pp | 59.29%-42.0pp |
| Employer contribution / active EE | $3,193 | $2,721+17.3% | $2,689+18.7% | $2,234+42.9% |
| Participant deferral / active EE | $8,681 | $4,349+99.6% | $4,244+104.5% | $3,805+128.1% |
| Admin fee / account holder | $11 | $139-91.8% | $6,642-99.8% | $158-92.8% |