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 PARWAY · COVINGTON, KY 41015 | Investment Management | $0 |
Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,638 | $55,453-91.6% | $170,442-97.3% | $62,292-92.6% |
| Participation rate | 45.7% | 66.4%-20.6pp | 83.6%-37.8pp | 69.5%-23.8pp |
| Annual return | 20.79% | 21.38%-0.6pp | 205.93%-185.1pp | 28.90%-8.1pp |
| Employer contribution / active EE | $52 | $2,164-97.6% | $5,433-99.0% | $2,042-97.4% |
| Participant deferral / active EE | $248 | $2,303-89.2% | $4,939-95.0% | $3,169-92.2% |
| Admin fee / account holder | $4 | $455-99.1% | $13,880-100.0% | $479-99.1% |