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 9-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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $147,059 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 18 · EIN 74-1625348 | Other investment fees and expenses; R... | $3,981 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $280 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $22,948 | $44,989-49.0% | $170,442-86.5% | $77,958-70.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 15.38% | 19.61%-4.2pp | 205.93%-190.5pp | 20.87%-5.5pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $43 | $69-37.3% | $13,880-99.7% | $97-55.6% |