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 | $19,636 |
WESTMINSTER CONSULTING, LLC2 years Filed as: WESTMINSTER CONSULTING LLC Service code 27 · EIN 45-3679779 | Advisory (Plan) | $17,500 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & CO. CPA'S LLP Service code 10 · EIN 47-5324570 | Accounting | $9,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,752 | $60,776-52.7% | $85,682-66.4% | $79,386-63.8% |
| Participation rate | 93.0% | 62.1%+30.9pp | 69.9%+23.1pp | 70.7%+22.3pp |
| Annual return | 20.91% | 16.57%+4.3pp | 21.49%-0.6pp | 116.85%-95.9pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,838 | $2,919+31.5% | $3,923-2.2% | $4,046-5.1% |
| Admin fee / account holder | $236 | $438-46.2% | $6,873-96.6% | $626-62.3% |