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 | $1,725 |
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 | $30,206 | $91,372-66.9% | $129,995-76.8% | $74,419-59.4% |
| Participation rate | 83.4% | 77.8%+5.6pp | 78.5%+4.9pp | 70.7%+12.6pp |
| Annual return | 25.66% | 23.21%+2.5pp | -137.18%+162.8pp | 34.38%-8.7pp |
| Employer contribution / active EE | $2,486 | $2,563-3.0% | $4,320-42.4% | $2,637-5.7% |
| Participant deferral / active EE | $4,812 | $4,721+1.9% | $5,820-17.3% | $4,528+6.3% |
| Admin fee / account holder | $4 | $283-98.7% | $10,614-100.0% | $348-98.9% |