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 10-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 | $600 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,896 | $39,286-39.2% | $80,716-70.4% | $79,386-69.9% |
| Participation rate | 70.6% | 41.0%+29.6pp | 54.2%+16.4pp | 70.7%-0.1pp |
| Annual return | 25.02% | 98.95%-73.9pp | 87.28%-62.3pp | 116.85%-91.8pp |
| Employer contribution / active EE | $462 | $594-22.2% | $1,160-60.2% | $2,427-81.0% |
| Participant deferral / active EE | $1,837 | $1,264+45.4% | $2,146-14.4% | $4,046-54.6% |
| Admin fee / account holder | $6 | $647-99.1% | $3,380-99.8% | $626-99.1% |