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 | $21,395 |
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 | $120,025 | $55,415+116.6% | $155,509-22.8% | $74,495+61.1% |
| Participation rate | 78.2% | 61.9%+16.2pp | 78.2%0pp | 67.2%+11.0pp |
| Annual return | 18.03% | 268.50%-250.5pp | 64.67%-46.6pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $3,612 | $2,267+59.3% | $4,672-22.7% | $2,623+37.7% |
| Participant deferral / active EE | $3,670 | $2,836+29.4% | $5,626-34.8% | $4,346-15.6% |
| Admin fee / account holder | $178 | $1,738-89.8% | $15,912-98.9% | $1,942-90.8% |