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 | $89,465+13.0% | $164,866-38.7% | $77,671+30.1% |
| Participation rate | 82.4% | 78.6%+3.8pp | 78.6%+3.8pp | 70.6%+11.8pp |
| Annual return | 21.78% | 28.81%-7.0pp | 69.97%-48.2pp | 31.21%-9.4pp |
| Employer contribution / active EE | $4,947 | $2,568+92.7% | $4,343+13.9% | $2,726+81.5% |
| Participant deferral / active EE | $14,647 | $4,897+199.1% | $6,033+142.8% | $4,648+215.1% |
| Admin fee / account holder | -$7 | $340-102.1% | $12,689-100.1% | $430-101.7% |