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 |
|---|---|---|
Service code 27 · EIN 26-0070474 | Advisory (Plan) | $29,633 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $23,423 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,340 | $76,050-8.8% | $96,544-28.2% | $71,457-3.0% |
| Participation rate | 97.5% | 74.4%+23.1pp | 76.0%+21.5pp | 67.9%+29.5pp |
| Annual return | 18.68% | 22.81%-4.1pp | 25.84%-7.2pp | 28.85%-10.2pp |
| Employer contribution / active EE | $3,301 | $2,244+47.1% | $2,965+11.3% | $2,588+27.6% |
| Participant deferral / active EE | $10,581 | $4,215+151.0% | $4,851+118.1% | $4,289+146.7% |
| Admin fee / account holder | $315 | $2,707-88.3% | $8,252-96.2% | $1,587-80.1% |