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 MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $8,189 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,032 | $98,750-70.6% | $149,696-80.6% | $79,858-63.6% |
| Participation rate | 94.6% | 75.8%+18.9pp | 82.5%+12.1pp | 69.6%+25.0pp |
| Annual return | 18.79% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,186 | $3,216-63.1% | $4,644-74.5% | $2,471-52.0% |
| Participant deferral / active EE | $8,772 | $5,680+54.4% | $6,842+28.2% | $3,740+134.5% |
| Admin fee / account holder | $35 | $6,053-99.4% | $9,309-99.6% | $5,306-99.3% |