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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTITUTION Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,276 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,800 | $37,044-62.7% | $71,796-80.8% | $57,658-76.1% |
| Participation rate | 93.6% | 61.1%+32.5pp | 69.1%+24.5pp | 70.2%+23.3pp |
| Annual return | 1.44% | 12.64%-11.2pp | 78.04%-76.6pp | 5.13%-3.7pp |
| Employer contribution / active EE | $1,078 | $720+49.7% | $1,924-44.0% | $1,974-45.4% |
| Participant deferral / active EE | $1,607 | $1,974-18.6% | $2,794-42.5% | $3,061-47.5% |
| Admin fee / account holder | $4 | $101-96.4% | $4,815-99.9% | $95-96.2% |