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 60 · EIN 04-2647786 | Sub-TA Fees | $83 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,881 | $101,317+20.3% | $146,958-17.1% | $74,495+63.6% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.2%+10.8pp | 67.2%+25.7pp |
| Annual return | 14.55% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,212 | $3,810-15.7% | $4,933-34.9% | $2,623+22.5% |
| Participant deferral / active EE | $7,965 | $7,303+9.1% | $8,070-1.3% | $4,346+83.3% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |