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 | $26,347 |
Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $20,099 |
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 | $71,842 | $79,184-9.3% | $102,438-29.9% | $74,546-3.6% |
| Participation rate | 76.6% | 74.8%+1.8pp | 76.5%+0.1pp | 67.2%+9.4pp |
| Annual return | 11.03% | 54.95%-43.9pp | 29.37%-18.3pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $1,933 | $2,362-18.1% | $3,024-36.1% | $2,624-26.3% |
| Participant deferral / active EE | $4,341 | $4,414-1.7% | $5,054-14.1% | $4,347-0.1% |
| Admin fee / account holder | $276 | $2,001-86.2% | $9,448-97.1% | $1,944-85.8% |