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 | $23,840 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,721 | $54,517-27.1% | $75,972-47.7% | $74,495-46.7% |
| Participation rate | 94.8% | 60.3%+34.5pp | 69.1%+25.7pp | 67.2%+27.6pp |
| Annual return | 29.72% | 31.82%-2.1pp | 359.55%-329.8pp | 1364.94%-1335.2pp |
| Employer contribution / active EE | $2,382 | $1,777+34.1% | $2,685-11.3% | $2,623-9.2% |
| Participant deferral / active EE | $4,270 | $3,066+39.3% | $4,255+0.3% | $4,346-1.7% |
| Admin fee / account holder | $208 | $2,229-90.7% | $6,467-96.8% | $1,942-89.3% |