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 8-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 37 · EIN 04-3532603 | Loan Processing | -$2,306 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,061 | $89,436+13.0% | $164,813-38.7% | $77,643+30.2% |
| Participation rate | 82.4% | 78.6%+3.8pp | 78.6%+3.8pp | 70.6%+11.8pp |
| Annual return | 21.78% | 28.83%-7.0pp | 69.93%-48.1pp | 31.24%-9.5pp |
| Employer contribution / active EE | $4,947 | $2,569+92.6% | $4,341+14.0% | $2,726+81.5% |
| Participant deferral / active EE | $14,647 | $4,897+199.1% | $6,031+142.8% | $4,647+215.2% |
| Admin fee / account holder | -$7 | $339-102.1% | $12,690-100.1% | $430-101.7% |