See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $21,635 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $11,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $54,402 | $59,417-8.4% | $93,606-41.9% | $74,495-27.0% |
| Participation rate | 62.0% | 59.7%+2.4pp | 68.7%-6.7pp | 67.2%-5.2pp |
| Annual return | 14.08% | 81.83%-67.8pp | 133.20%-119.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,451 | $1,264+14.8% | $2,420-40.0% | $2,623-44.7% |
| Participant deferral / active EE | $4,291 | $3,050+40.7% | $4,411-2.7% | $4,346-1.2% |
| Admin fee / account holder | $210 | $3,021-93.1% | $8,285-97.5% | $1,942-89.2% |