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 | $19,456 |
Employer 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 | $23,063 | $101,317-77.2% | $146,958-84.3% | $74,495-69.0% |
| Participation rate | 79.0% | 75.5%+3.5pp | 82.2%-3.2pp | 67.2%+11.8pp |
| Annual return | 16.12% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $264 | $3,810-93.1% | $4,933-94.6% | $2,623-89.9% |
| Participant deferral / active EE | $3,526 | $7,303-51.7% | $8,070-56.3% | $4,346-18.9% |
| Admin fee / account holder | $132 | $1,739-92.4% | $12,998-99.0% | $1,942-93.2% |