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 | $31,635 |
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 | $42,839 | $59,097-27.5% | $82,389-48.0% | $74,304-42.3% |
| Participation rate | 84.0% | 52.8%+31.2pp | 69.5%+14.4pp | 60.3%+23.6pp |
| Annual return | 13.90% | 22.85%-8.9pp | 28.67%-14.8pp | 29.43%-15.5pp |
| Employer contribution / active EE | $2,207 | $1,601+37.8% | $2,517-12.3% | $2,241-1.5% |
| Participant deferral / active EE | $4,007 | $2,775+44.4% | $4,155-3.5% | $3,767+6.4% |
| Admin fee / account holder | $223 | $4,489-95.0% | $7,231-96.9% | $2,969-92.5% |