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 10-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 | $9,339 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,855 | $96,484+10.7% | $156,263-31.6% | $74,304+43.8% |
| Participation rate | 83.6% | 67.7%+15.9pp | 78.9%+4.7pp | 60.3%+23.2pp |
| Annual return | 16.01% | 17.73%-1.7pp | 59.47%-43.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,001 | $2,528-60.4% | $4,333-76.9% | $2,241-55.4% |
| Participant deferral / active EE | $4,404 | $4,286+2.7% | $6,158-28.5% | $3,767+16.9% |
| Admin fee / account holder | $40 | $3,728-98.9% | $14,255-99.7% | $2,969-98.7% |