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 10-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 | $1,921 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,486 | $26,549-53.0% | $61,373-79.7% | $66,914-81.3% |
| Participation rate | 80.8% | 38.1%+42.7pp | 52.6%+28.3pp | 69.8%+11.0pp |
| Annual return | -18.09% | -16.21%-1.9pp | 338.61%-356.7pp | 1.58%-19.7pp |
| Employer contribution / active EE | $309 | $651-52.6% | $1,159-73.4% | $2,544-87.9% |
| Participant deferral / active EE | $2,723 | $1,338+103.5% | $2,125+28.1% | $4,237-35.7% |
| Admin fee / account holder | $11 | $409-97.3% | $2,130-99.5% | $593-98.1% |