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 INVESTMENTS Service code 28 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Investment Management | $0 |
Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,453 | $42,894-61.6% | $60,874-73.0% | $68,494-76.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.31% | -13.98%+2.7pp | 16.90%-28.2pp | -7.84%-3.5pp |
| Employer contribution / active EE | $40 | $1,978-98.0% | $2,701-98.5% | $2,596-98.5% |
| Participant deferral / active EE | $1,281 | $2,867-55.3% | $3,817-66.4% | $4,027-68.2% |
| Admin fee / account holder | $10 | $3,101-99.7% | $3,224-99.7% | $5,403-99.8% |