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 | $23,220 |
Service code 16 · EIN 82-5320133 | Consulting | $21,087 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,821 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,286 | $91,407-16.5% | $135,903-43.9% | $71,457+6.8% |
| Participation rate | 97.6% | 75.7%+21.9pp | 81.9%+15.7pp | 67.9%+29.7pp |
| Annual return | 16.58% | 29.90%-13.3pp | 68.23%-51.6pp | 28.85%-12.3pp |
| Employer contribution / active EE | $5,921 | $3,703+59.9% | $4,856+21.9% | $2,588+128.8% |
| Participant deferral / active EE | $8,454 | $7,092+19.2% | $7,758+9.0% | $4,289+97.1% |
| Admin fee / account holder | $353 | $1,266-72.1% | $10,762-96.7% | $1,587-77.8% |