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 | $19,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,245 | $84,556+58.8% | $116,228+15.5% | $74,304+80.7% |
| Participation rate | 58.0% | 66.0%-8.0pp | 74.6%-16.5pp | 60.3%-2.3pp |
| Annual return | 16.62% | 18.35%-1.7pp | 90.06%-73.4pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,776 | $2,168-18.1% | $2,994-40.7% | $2,241-20.8% |
| Participant deferral / active EE | $3,824 | $3,814+0.3% | $4,953-22.8% | $3,767+1.5% |
| Admin fee / account holder | $201 | $3,792-94.7% | $11,989-98.3% | $2,969-93.2% |