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 | $4,938 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,091 | $58,726-14.7% | $92,233-45.7% | $62,292-19.6% |
| Participation rate | 71.2% | 68.3%+2.8pp | 76.5%-5.3pp | 69.5%+1.7pp |
| Annual return | 19.78% | 43.62%-23.8pp | 176.28%-156.5pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,079 | $2,392-54.9% | $3,679-70.7% | $2,042-47.2% |
| Participant deferral / active EE | $3,729 | $2,766+34.8% | $3,897-4.3% | $3,169+17.7% |
| Admin fee / account holder | $44 | $556-92.2% | $5,194-99.2% | $479-90.9% |