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 Service code 26 · EIN 04-3523567 | Advisory (Participants) | $30,496 |
MLPF&S1+ years Service code 26 · EIN 13-5674085 | Advisory (Participants) | $19,149 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,254 | $46,732+50.3% | $156,549-55.1% | $55,167+27.3% |
| Participation rate | 99.6% | 65.8%+33.8pp | 84.0%+15.6pp | 69.0%+30.6pp |
| Annual return | -1.60% | 17.72%-19.3pp | 32.23%-33.8pp | 169.23%-170.8pp |
| Employer contribution / active EE | $4,689 | $2,105+122.8% | $5,501-14.8% | $1,963+138.9% |
| Participant deferral / active EE | $4,044 | $2,204+83.5% | $4,871-17.0% | $3,054+32.4% |
| Admin fee / account holder | $192 | $418-54.1% | $13,027-98.5% | $504-61.9% |