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 | $28,827 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,976 | $81,446-47.2% | $103,374-58.4% | $80,874-46.9% |
| Participation rate | 88.9% | 66.9%+22.0pp | 74.5%+14.4pp | 67.6%+21.2pp |
| Annual return | 9.22% | 25.57%-16.3pp | 24.89%-15.7pp | 35.62%-26.4pp |
| Employer contribution / active EE | $3,470 | $3,107+11.7% | $3,869-10.3% | $2,756+25.9% |
| Participant deferral / active EE | $5,821 | $3,870+50.4% | $5,058+15.1% | $4,297+35.5% |
| Admin fee / account holder | $225 | $6,715-96.6% | $8,394-97.3% | $6,935-96.8% |