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 | $30,878 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,702 | $82,664+40.0% | $125,339-7.7% | $68,494+68.9% |
| Participation rate | 89.9% | 75.0%+14.8pp | 82.4%+7.5pp | 67.9%+22.0pp |
| Annual return | -15.88% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $6,001 | $3,381+77.5% | $4,814+24.7% | $2,596+131.1% |
| Participant deferral / active EE | $11,839 | $6,110+93.7% | $7,446+59.0% | $4,027+194.0% |
| Admin fee / account holder | $241 | $6,275-96.2% | $10,010-97.6% | $5,403-95.5% |