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 | $6,744 |
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 | $86,961 | $71,516+21.6% | $98,439-11.7% | $71,457+21.7% |
| Participation rate | 77.6% | 72.7%+4.9pp | 75.2%+2.4pp | 67.9%+9.6pp |
| Annual return | 12.75% | 32.41%-19.7pp | 21.16%-8.4pp | 28.85%-16.1pp |
| Employer contribution / active EE | $3,316 | $2,399+38.2% | $3,048+8.8% | $2,588+28.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $32 | $1,675-98.1% | $8,948-99.6% | $1,587-98.0% |