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 | $6,474 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,457 | $96,400-36.2% | $149,718-59.0% | $177,276-65.3% |
| Participation rate | 80.6% | 88.9%-8.4pp | 87.1%-6.5pp | 74.8%+5.7pp |
| Annual return | 35.70% | 19.02%+16.7pp | 1501.63%-1465.9pp | 21.25%+14.4pp |
| Employer contribution / active EE | $1,911 | $3,680-48.1% | $5,445-64.9% | $2,479-22.9% |
| Participant deferral / active EE | $0 | $5,510-100.0% | $6,569-100.0% | $3,881-100.0% |
| Admin fee / account holder | $1 | $69-98.8% | $11,283-100.0% | $154-99.5% |