See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $20,961 |
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 | $130,197 | $61,272+112.5% | $149,673-13.0% | $71,457+82.2% |
| Participation rate | 86.1% | 62.5%+23.6pp | 78.8%+7.4pp | 67.9%+18.2pp |
| Annual return | 18.69% | 35.85%-17.2pp | 134.42%-115.7pp | 28.85%-10.2pp |
| Employer contribution / active EE | $3,851 | $2,378+61.9% | $4,818-20.1% | $2,588+48.8% |
| Participant deferral / active EE | $4,025 | $2,917+38.0% | $5,680-29.1% | $4,289-6.1% |
| Admin fee / account holder | $178 | $1,261-85.9% | $13,210-98.7% | $1,587-88.8% |