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 | $25,699 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,003 | $89,436-24.0% | $164,813-58.7% | $77,643-12.4% |
| Participation rate | 89.4% | 78.6%+10.8pp | 78.6%+10.8pp | 70.6%+18.9pp |
| Annual return | 10.74% | 28.83%-18.1pp | 69.93%-59.2pp | 31.24%-20.5pp |
| Employer contribution / active EE | $1,802 | $2,569-29.9% | $4,341-58.5% | $2,726-33.9% |
| Participant deferral / active EE | $4,455 | $4,897-9.0% | $6,031-26.1% | $4,647-4.1% |
| Admin fee / account holder | $83 | $339-75.5% | $12,690-99.3% | $430-80.7% |