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 10-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 |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $30,424 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $22,078 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,818 | $53,053+7.1% | $126,539-55.1% | $74,304-23.5% |
| Participation rate | 83.5% | 48.0%+35.4pp | 69.8%+13.7pp | 60.3%+23.1pp |
| Annual return | 22.87% | 29.46%-6.6pp | 425.95%-403.1pp | 29.43%-6.6pp |
| Employer contribution / active EE | $5,102 | $1,168+337.0% | $3,674+38.9% | $2,241+127.7% |
| Participant deferral / active EE | $6,454 | $2,303+180.2% | $4,083+58.1% | $3,767+71.3% |
| Admin fee / account holder | $395 | $3,698-89.3% | $6,065-93.5% | $2,969-86.7% |