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 INST OPS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,509 |
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $10,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,014 | $53,925-14.7% | $75,670-39.2% | $69,631-33.9% |
| Participation rate | 52.1% | 71.2%-19.1pp | 72.3%-20.2pp | 70.7%-18.6pp |
| Annual return | 13.27% | 17.84%-4.6pp | 27.34%-14.1pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $669 | $1,802-62.9% | $2,352-71.6% | $2,032-67.1% |
| Participant deferral / active EE | $1,496 | $2,569-41.8% | $3,142-52.4% | $3,224-53.6% |
| Admin fee / account holder | $34 | $97-65.4% | $5,800-99.4% | $110-69.6% |