See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $1,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,752 | $54,517+125.2% | $75,972+61.6% | $74,495+64.8% |
| Participation rate | 50.2% | 60.3%-10.1pp | 69.1%-18.8pp | 67.2%-17.0pp |
| Annual return | 15.35% | 31.82%-16.5pp | 359.55%-344.2pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $763 | $1,777-57.1% | $2,685-71.6% | $2,623-70.9% |
| Participant deferral / active EE | $2,677 | $3,066-12.7% | $4,255-37.1% | $4,346-38.4% |
| Admin fee / account holder | $38 | $2,229-98.3% | $6,467-99.4% | $1,942-98.1% |