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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $20,090 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,666 | $78,485-15.1% | $106,213-37.2% | $74,495-10.5% |
| Participation rate | 92.5% | 72.8%+19.7pp | 75.3%+17.2pp | 67.2%+25.3pp |
| Annual return | 12.98% | 15.95%-3.0pp | 116.14%-103.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,375 | $2,523+33.8% | $3,171+6.4% | $2,623+28.7% |
| Participant deferral / active EE | $2,883 | $4,322-33.3% | $5,016-42.5% | $4,346-33.7% |
| Admin fee / account holder | $105 | $2,232-95.3% | $11,033-99.1% | $1,942-94.6% |