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 | $7,394 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,227 | $45,031-39.5% | $84,966-68.0% | $77,643-64.9% |
| Participation rate | 80.7% | 48.7%+32.0pp | 67.5%+13.2pp | 70.6%+10.1pp |
| Annual return | 41.74% | 79.22%-37.5pp | 66.38%-24.6pp | 31.24%+10.5pp |
| Employer contribution / active EE | $5 | $1,609-99.7% | $2,727-99.8% | $2,726-99.8% |
| Participant deferral / active EE | $6,397 | $2,807+127.9% | $4,519+41.6% | $4,647+37.7% |
| Admin fee / account holder | $13 | $912-98.6% | $6,149-99.8% | $430-97.1% |