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 | $20,974 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,346 | $51,045-40.5% | $70,515-57.0% | $71,457-57.5% |
| Participation rate | 96.9% | 59.4%+37.5pp | 68.3%+28.6pp | 67.9%+29.0pp |
| Annual return | 13.50% | 42.63%-29.1pp | 32.77%-19.3pp | 28.85%-15.4pp |
| Employer contribution / active EE | $2,606 | $1,790+45.6% | $2,973-12.3% | $2,588+0.7% |
| Participant deferral / active EE | $4,539 | $3,026+50.0% | $4,567-0.6% | $4,289+5.8% |
| Admin fee / account holder | $206 | $1,994-89.7% | $6,412-96.8% | $1,587-87.0% |