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 INV INSTITUT OPER COMPANY Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $180 |
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 | $97,686 | $57,976+68.5% | $62,995+55.1% | $62,292+56.8% |
| Participation rate | 85.8% | 75.9%+9.9pp | 74.8%+11.0pp | 69.5%+16.3pp |
| Annual return | 13.82% | 17.54%-3.7pp | 87.57%-73.7pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,554 | $2,415-35.7% | $2,759-43.7% | $2,042-23.9% |
| Participant deferral / active EE | $2,727 | $2,956-7.7% | $3,329-18.1% | $3,169-13.9% |
| Admin fee / account holder | $0 | $276-99.8% | $3,600-100.0% | $479-99.9% |