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 | $67,364 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $65,215 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,991 | $95,274-68.5% | $135,903-77.9% | $74,419-59.7% |
| Participation rate | 95.5% | 78.2%+17.3pp | 81.9%+13.5pp | 70.7%+24.7pp |
| Annual return | 22.71% | 32.77%-10.1pp | 68.23%-45.5pp | 34.38%-11.7pp |
| Employer contribution / active EE | $4 | $3,874-99.9% | $4,856-99.9% | $2,637-99.9% |
| Participant deferral / active EE | $8,496 | $7,782+9.2% | $7,758+9.5% | $4,528+87.6% |
| Admin fee / account holder | $102 | $266-61.9% | $10,762-99.1% | $348-70.8% |