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 | $103,439 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $75,342 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,444 | $119,446-50.2% | $150,045-60.4% | $85,563-30.5% |
| Participation rate | 92.7% | 75.4%+17.3pp | 82.3%+10.4pp | 66.0%+26.8pp |
| Annual return | 23.22% | 23.72%-0.5pp | 62.55%-39.3pp | 31.51%-8.3pp |
| Employer contribution / active EE | $3,619 | $4,078-11.3% | $4,693-22.9% | $2,654+36.4% |
| Participant deferral / active EE | $11,075 | $7,985+38.7% | $7,997+38.5% | $4,375+153.1% |
| Admin fee / account holder | $169 | $548-69.2% | $13,435-98.7% | $834-79.8% |