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 INVEST INSTIT'L OPER CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $78,571 | $58,083+35.3% | $80,019-1.8% | $56,287+39.6% |
| Participation rate | 87.8% | 73.6%+14.2pp | 75.8%+11.9pp | 69.9%+17.9pp |
| Annual return | -2.87% | 34.61%-37.5pp | 11.22%-14.1pp | -9.96%+7.1pp |
| Employer contribution / active EE | $2,795 | $1,932+44.7% | $2,468+13.3% | $2,111+32.4% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |