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. INST. OPER. CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $22,116 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,247 | $65,435-84.3% | $86,677-88.2% | $66,914-84.7% |
| Participation rate | 89.7% | 75.5%+14.2pp | 76.6%+13.1pp | 69.8%+19.9pp |
| Annual return | -19.11% | -10.89%-8.2pp | 35.91%-55.0pp | 1.58%-20.7pp |
| Employer contribution / active EE | $2,342 | $2,153+8.8% | $2,836-17.4% | $2,544-7.9% |
| Participant deferral / active EE | $3,705 | $4,100-9.6% | $4,656-20.4% | $4,237-12.6% |
| Admin fee / account holder | $102 | $642-84.0% | $7,493-98.6% | $593-82.7% |