Filed April 8, 2024
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | $27,666 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,481 | $106,110-32.6% | $147,005-51.4% | $77,671-8.0% |
| Participation rate | 89.5% | 78.4%+11.1pp | 82.2%+7.3pp | 70.6%+18.9pp |
| Annual return | 36.58% | 56.77%-20.2pp | 418.76%-382.2pp | 31.21%+5.4pp |
| Employer contribution / active EE | $1,756 | $4,065-56.8% | $4,934-64.4% | $2,726-35.6% |
| Participant deferral / active EE | $14,751 | $7,992+84.6% | $8,070+82.8% | $4,648+217.4% |
| Admin fee / account holder | $74 | $338-78.0% | $13,006-99.4% | $430-82.7% |