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 | $1,450 |
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 | $17,609 | $34,934-49.6% | $56,411-68.8% | $74,495-76.4% |
| Participation rate | 83.6% | 32.8%+50.8pp | 52.5%+31.1pp | 67.2%+16.4pp |
| Annual return | 12.02% | 25.94%-13.9pp | 1701.33%-1689.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $738 | $609+21.2% | $1,039-28.9% | $2,623-71.9% |
| Participant deferral / active EE | $2,490 | $1,170+112.8% | $1,952+27.6% | $4,346-42.7% |
| Admin fee / account holder | $8 | $2,364-99.6% | $2,829-99.7% | $1,942-99.6% |