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 | $28,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,098 | $93,571+45.4% | $135,903+0.1% | $75,163+81.1% |
| Participation rate | 92.1% | 75.2%+17.0pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 15.89% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $6,117 | $3,537+73.0% | $4,856+26.0% | $2,670+129.1% |
| Participant deferral / active EE | $12,266 | $6,404+91.5% | $7,758+58.1% | $4,125+197.4% |
| Admin fee / account holder | $234 | $6,975-96.6% | $10,762-97.8% | $5,651-95.9% |