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 37 · EIN 04-3532603 | Loan Processing | $24,565 |
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 | $55,448 | $50,982+8.8% | $154,803-64.2% | $85,563-35.2% |
| Participation rate | 52.2% | 59.8%-7.6pp | 78.1%-25.9pp | 66.0%-13.8pp |
| Annual return | 19.69% | 30.35%-10.7pp | 58.88%-39.2pp | 31.51%-11.8pp |
| Employer contribution / active EE | $2,287 | $1,708+33.9% | $4,305-46.9% | $2,654-13.8% |
| Participant deferral / active EE | $4,214 | $2,474+70.3% | $5,540-23.9% | $4,375-3.7% |
| Admin fee / account holder | $44 | $846-94.8% | $14,329-99.7% | $834-94.7% |