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 | $39,706 |
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 | $48,466 | $93,571-48.2% | $135,903-64.3% | $75,163-35.5% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.7pp | 67.2%+28.5pp |
| Annual return | 20.83% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,827 | $3,537+8.2% | $4,856-21.2% | $2,670+43.3% |
| Participant deferral / active EE | $8,915 | $6,404+39.2% | $7,758+14.9% | $4,125+116.1% |
| Admin fee / account holder | $270 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |