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 | $550 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,619 | $66,457+21.3% | $81,382-0.9% | $77,643+3.8% |
| Participation rate | 98.8% | 68.7%+30.0pp | 69.5%+29.3pp | 70.6%+28.2pp |
| Annual return | 14.98% | 15.93%-1.0pp | 24.73%-9.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $4,405 | $2,159+104.0% | $2,463+78.8% | $2,726+61.6% |
| Participant deferral / active EE | $4,710 | $3,679+28.0% | $3,883+21.3% | $4,647+1.3% |
| Admin fee / account holder | $2 | $583-99.6% | $5,768-100.0% | $430-99.4% |