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 | $24,363 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,359 | $87,870+11.9% | $113,168-13.1% | $74,304+32.4% |
| Participation rate | 97.7% | 70.7%+27.0pp | 76.6%+21.2pp | 60.3%+37.4pp |
| Annual return | 27.07% | 26.44%+0.6pp | 24.27%+2.8pp | 29.43%-2.4pp |
| Employer contribution / active EE | $4,890 | $2,277+114.8% | $2,975+64.4% | $2,241+118.2% |
| Participant deferral / active EE | $9,981 | $4,241+135.4% | $5,107+95.5% | $3,767+164.9% |
| Admin fee / account holder | $108 | $3,368-96.8% | $12,068-99.1% | $2,969-96.3% |