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 | $9,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,829 | $88,083-1.4% | $164,813-47.3% | $74,495+16.6% |
| Participation rate | 90.8% | 73.0%+17.7pp | 78.6%+12.2pp | 67.2%+23.6pp |
| Annual return | 14.44% | 17.26%-2.8pp | 69.93%-55.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,481 | $2,593-42.9% | $4,341-65.9% | $2,623-43.5% |
| Participant deferral / active EE | $4,141 | $4,498-7.9% | $6,031-31.3% | $4,346-4.7% |
| Admin fee / account holder | $36 | $2,234-98.4% | $12,690-99.7% | $1,942-98.1% |