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 | $22,424 |
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 | $130,429 | $49,915+161.3% | $154,803-15.7% | $74,304+75.5% |
| Participation rate | 77.9% | 54.0%+23.9pp | 78.1%-0.2pp | 60.3%+17.5pp |
| Annual return | 20.23% | 34.06%-13.8pp | 58.88%-38.7pp | 29.43%-9.2pp |
| Employer contribution / active EE | $3,694 | $1,611+129.3% | $4,305-14.2% | $2,241+64.8% |
| Participant deferral / active EE | $4,417 | $2,255+95.9% | $5,540-20.3% | $3,767+17.2% |
| Admin fee / account holder | $176 | $2,189-91.9% | $14,329-98.8% | $2,969-94.1% |