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 | $425 |
Participant contribution per participant 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 | $110,648 | $82,917+33.4% | $103,333+7.1% | $77,643+42.5% |
| Participation rate | 97.9% | 71.6%+26.4pp | 74.5%+23.4pp | 70.6%+27.4pp |
| Annual return | 16.22% | 19.13%-2.9pp | 24.88%-8.7pp | 31.24%-15.0pp |
| Employer contribution / active EE | $11,873 | $3,552+234.3% | $3,868+207.0% | $2,726+335.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $5 | $638-99.3% | $8,355-99.9% | $430-98.9% |