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 Filed as: FIDELITY INVEST INSTIT'L OPER CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,883 | $78,485+4.3% | $106,213-22.9% | $74,495+9.9% |
| Participation rate | 96.4% | 72.8%+23.6pp | 75.3%+21.1pp | 67.2%+29.2pp |
| Annual return | 12.41% | 15.95%-3.5pp | 116.14%-103.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,466 | $2,523+37.4% | $3,171+9.3% | $2,623+32.2% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $70 | $2,232-96.9% | $11,033-99.4% | $1,942-96.4% |