See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for 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 | $4,219 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,941 | $40,385-43.2% | $80,569-71.5% | $74,419-69.2% |
| Participation rate | 90.6% | 47.4%+43.1pp | 67.0%+23.6pp | 70.7%+19.8pp |
| Annual return | 25.79% | 164.85%-139.1pp | 935.43%-909.6pp | 34.38%-8.6pp |
| Employer contribution / active EE | $3 | $1,496-99.8% | $2,723-99.9% | $2,637-99.9% |
| Participant deferral / active EE | $7,069 | $2,674+164.3% | $4,447+59.0% | $4,528+56.1% |
| Admin fee / account holder | $9 | $720-98.7% | $5,377-99.8% | $348-97.3% |