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 6-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 WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $404 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,605 | $73,867+63.3% | $143,757-16.1% | $68,494+76.1% |
| Participation rate | 95.7% | 66.7%+29.0pp | 80.3%+15.4pp | 67.9%+27.8pp |
| Annual return | -16.41% | 1.01%-17.4pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,934 | $3,184+23.5% | $4,951-20.5% | $2,596+51.5% |
| Participant deferral / active EE | $4,614 | $3,384+36.3% | $5,637-18.2% | $4,027+14.6% |
| Admin fee / account holder | $94 | $5,755-98.4% | $14,673-99.4% | $5,403-98.3% |