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 | $29,046 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,599 |
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 | $16,169 | $40,385-60.0% | $80,569-79.9% | $74,419-78.3% |
| Participation rate | 96.7% | 47.4%+49.3pp | 67.0%+29.7pp | 70.7%+26.0pp |
| Annual return | 17.91% | 164.85%-146.9pp | 935.43%-917.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,251 | $1,496-16.4% | $2,723-54.1% | $2,637-52.6% |
| Participant deferral / active EE | $3,067 | $2,674+14.7% | $4,447-31.0% | $4,528-32.3% |
| Admin fee / account holder | $107 | $720-85.1% | $5,377-98.0% | $348-69.2% |