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 | $87,870-21.1% | $113,168-38.7% | $74,304-6.7% |
| Participation rate | 82.9% | 70.7%+12.1pp | 76.6%+6.3pp | 60.3%+22.5pp |
| Annual return | 17.08% | 26.44%-9.4pp | 24.27%-7.2pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,892 | $2,277-16.9% | $2,975-36.4% | $2,241-15.6% |
| Participant deferral / active EE | $3,734 | $4,241-12.0% | $5,107-26.9% | $3,767-0.9% |
| Admin fee / account holder | -$4 | $3,368-100.1% | $12,068-100.0% | $2,969-100.1% |