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 Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $34,440 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $27,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,693 | $69,763-50.3% | $67,502-48.6% | $74,495-53.4% |
| Participation rate | 89.8% | 71.4%+18.4pp | 72.9%+16.9pp | 67.2%+22.6pp |
| Annual return | 13.59% | -40.34%+53.9pp | 3512.12%-3498.5pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,764 | $2,704-34.8% | $2,731-35.4% | $2,623-32.8% |
| Participant deferral / active EE | $1,414 | $3,636-61.1% | $4,000-64.7% | $4,346-67.5% |
| Admin fee / account holder | $241 | $896-73.1% | $3,998-94.0% | $1,942-87.6% |