Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $102,818 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $28,554 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,243 | $92,090-46.5% | $106,201-53.6% | $77,671-36.6% |
| Participation rate | 90.9% | 81.0%+9.9pp | 75.3%+15.6pp | 70.6%+20.3pp |
| Annual return | 13.68% | 17.89%-4.2pp | 116.26%-102.6pp | 31.21%-17.5pp |
| Employer contribution / active EE | $2,078 | $3,368-38.3% | $3,170-34.4% | $2,726-23.8% |
| Participant deferral / active EE | $4,170 | $5,386-22.6% | $5,012-16.8% | $4,648-10.3% |
| Admin fee / account holder | $124 | $219-43.2% | $11,039-98.9% | $430-71.1% |