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 INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,191 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,656 | $59,417+42.5% | $93,606-9.6% | $74,495+13.6% |
| Participation rate | 91.6% | 59.7%+31.9pp | 68.7%+22.9pp | 67.2%+24.4pp |
| Annual return | 15.50% | 81.83%-66.3pp | 133.20%-117.7pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,164 | $1,264+71.3% | $2,420-10.6% | $2,623-17.5% |
| Participant deferral / active EE | $3,975 | $3,050+30.3% | $4,411-9.9% | $4,346-8.5% |
| Admin fee / account holder | $182 | $3,021-94.0% | $8,285-97.8% | $1,942-90.6% |