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 | $32,997 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,815 | $109,881+86.4% | $150,045+36.5% | $84,808+141.5% |
| Participation rate | 86.7% | 76.1%+10.7pp | 82.3%+4.4pp | 68.3%+18.4pp |
| Annual return | 23.82% | 28.25%-4.4pp | 62.55%-38.7pp | 40.90%-17.1pp |
| Employer contribution / active EE | $6,421 | $3,561+80.3% | $4,693+36.8% | $2,631+144.1% |
| Participant deferral / active EE | $12,879 | $6,636+94.1% | $7,997+61.0% | $4,212+205.8% |
| Admin fee / account holder | $280 | $8,568-96.7% | $13,435-97.9% | $7,344-96.2% |