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 INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$604 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,345 | $85,515-18.9% | $112,040-38.1% | $67,986+2.0% |
| Participation rate | 82.9% | 68.2%+14.7pp | 76.5%+6.4pp | 57.2%+25.7pp |
| Annual return | 17.08% | 29.68%-12.6pp | 24.52%-7.4pp | 31.67%-14.6pp |
| Employer contribution / active EE | $1,892 | $2,191-13.6% | $2,954-35.9% | $2,019-6.3% |
| Participant deferral / active EE | $3,734 | $4,014-7.0% | $5,098-26.8% | $3,358+11.2% |
| Admin fee / account holder | -$4 | $3,774-100.1% | $12,098-100.0% | $3,203-100.1% |