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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $34,299 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,879 |
Participant contribution per participant 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 | $61,829 | $119,446-48.2% | $150,045-58.8% | $85,563-27.7% |
| Participation rate | 78.4% | 75.4%+3.0pp | 82.3%-3.9pp | 66.0%+12.4pp |
| Annual return | 19.46% | 23.72%-4.3pp | 62.55%-43.1pp | 31.51%-12.1pp |
| Employer contribution / active EE | $2,315 | $4,078-43.2% | $4,693-50.7% | $2,654-12.8% |
| Participant deferral / active EE | $2,770 | $7,985-65.3% | $7,997-65.4% | $4,375-36.7% |
| Admin fee / account holder | $179 | $548-67.3% | $13,435-98.7% | $834-78.6% |