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 | $17,500 |
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,016 | $66,457-56.3% | $81,382-64.3% | $77,643-62.6% |
| Participation rate | 92.9% | 68.7%+24.1pp | 69.5%+23.4pp | 70.6%+22.3pp |
| Annual return | 14.87% | 15.93%-1.1pp | 24.73%-9.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,700 | $2,159-21.3% | $2,463-31.0% | $2,726-37.6% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $3,883-100.0% | $4,647-100.0% |
| Admin fee / account holder | $62 | $583-89.3% | $5,768-98.9% | $430-85.5% |