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 | $24,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,406 | $37,393+21.4% | $77,024-41.0% | $66,914-32.1% |
| Participation rate | 86.7% | 52.9%+33.9pp | 67.9%+18.8pp | 69.8%+16.9pp |
| Annual return | -14.73% | -3.29%-11.4pp | 42.32%-57.0pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,178 | $1,531+42.2% | $2,812-22.6% | $2,544-14.4% |
| Participant deferral / active EE | $4,166 | $2,617+59.2% | $4,426-5.9% | $4,237-1.7% |
| Admin fee / account holder | $157 | $567-72.4% | $5,425-97.1% | $593-73.6% |