Filed October 15, 2024 (most recent of 2 filings on file)
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 8-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 15 · EIN 04-3532603 | Recordkeeping | $9,643 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,332 | $82,683-36.7% | $133,980-60.9% | $65,292-19.8% |
| Participation rate | 78.3% | 87.3%-9.0pp | 87.1%-8.7pp | 72.4%+5.9pp |
| Annual return | 6.87% | 9.63%-2.8pp | 29.30%-22.4pp | 11.84%-5.0pp |
| Employer contribution / active EE | $1,712 | $3,583-52.2% | $5,211-67.1% | $2,302-25.6% |
| Participant deferral / active EE | $0 | $5,190-100.0% | $6,282-100.0% | $3,579-100.0% |
| Admin fee / account holder | $1 | $66-98.0% | $9,324-100.0% | $57-97.7% |