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 INVESTMENTS Service code 51 P O BOX 770001 · CINCINNATI, OH 452770002 | Investment Mgmt Fees | $58,740 |
FLOWER & ASSOCIATES, INC.2 years Service code 99 · EIN 72-0894768 P O BOX 51862 · LAFAYETTE, LA 70505 | Other Fees | $5,191 |
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 | $42,476 | $59,417-28.5% | $93,606-54.6% | $74,495-43.0% |
| Participation rate | 84.0% | 59.7%+24.4pp | 68.7%+15.3pp | 67.2%+16.8pp |
| Annual return | 13.38% | 81.83%-68.5pp | 133.20%-119.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,153 | $1,264-8.8% | $2,420-52.4% | $2,623-56.1% |
| Participant deferral / active EE | $1,726 | $3,050-43.4% | $4,411-60.9% | $4,346-60.3% |
| Admin fee / account holder | $276 | $3,021-90.9% | $8,285-96.7% | $1,942-85.8% |