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 4-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 | $21,733 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,227 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,154 | $95,388-77.8% | $125,339-83.1% | $77,904-72.8% |
| Participation rate | 95.8% | 78.6%+17.2pp | 82.4%+13.4pp | 73.7%+22.1pp |
| Annual return | 0.00% | 116.19%-116.2pp | 572.05%-572.1pp | 12.21%-12.2pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,814-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $3,071 | $7,711-60.2% | $7,446-58.8% | $4,806-36.1% |
| Admin fee / account holder | $27 | $119-77.2% | $10,010-99.7% | $133-79.5% |