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 | -$6,135 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,007 | $82,664-26.2% | $125,339-51.3% | $68,494-10.9% |
| Participation rate | 85.2% | 75.0%+10.2pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -19.65% | -5.97%-13.7pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $7,644 | $3,381+126.1% | $4,814+58.8% | $2,596+194.4% |
| Participant deferral / active EE | $13,073 | $6,110+113.9% | $7,446+75.6% | $4,027+224.6% |
| Admin fee / account holder | -$13 | $6,275-100.2% | $10,010-100.1% | $5,403-100.2% |