See peer percentile detail. $4.99 for your first month.
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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 INVESTMENTS Service code 51 P O BOX 770001 · CINCINNATI, OH 452770002 | Investment Mgmt Fees | $56,424 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,272 | $49,451-26.7% | $79,550-54.4% | $66,914-45.8% |
| Participation rate | 85.7% | 61.3%+24.4pp | 69.5%+16.2pp | 69.8%+15.9pp |
| Annual return | -14.66% | 84.25%-98.9pp | 0.16%-14.8pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,088 | $1,266-14.0% | $2,413-54.9% | $2,544-57.2% |
| Participant deferral / active EE | $1,673 | $3,159-47.0% | $3,985-58.0% | $4,237-60.5% |
| Admin fee / account holder | $290 | $595-51.3% | $6,832-95.8% | $593-51.2% |