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 | $1,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,467 | $104,475-37.3% | $159,436-58.9% | $79,386-17.5% |
| Participation rate | 85.3% | 76.6%+8.7pp | 82.8%+2.4pp | 70.7%+14.6pp |
| Annual return | 20.84% | 67.95%-47.1pp | 263.57%-242.7pp | 116.85%-96.0pp |
| Employer contribution / active EE | $5,925 | $3,417+73.4% | $4,829+22.7% | $2,427+144.1% |
| Participant deferral / active EE | $8,887 | $6,467+37.4% | $7,352+20.9% | $4,046+119.7% |
| Admin fee / account holder | $16 | $711-97.8% | $10,799-99.9% | $626-97.5% |