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 10-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 | $30,486 |
SASSETTI LLC1 year Service code 10 · EIN 36-2239746 | Accounting | $26,725 |
WOODBURY FINANCIAL SERVICES6 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $19,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,747 | $47,126-58.1% | $149,673-86.8% | $74,419-73.5% |
| Participation rate | 98.5% | 63.4%+35.1pp | 78.8%+19.7pp | 70.7%+27.8pp |
| Annual return | 16.28% | 22.75%-6.5pp | 134.42%-118.1pp | 34.38%-18.1pp |
| Employer contribution / active EE | $2,269 | $1,905+19.1% | $4,818-52.9% | $2,637-14.0% |
| Participant deferral / active EE | $1,673 | $2,728-38.7% | $5,680-70.5% | $4,528-63.0% |
| Admin fee / account holder | $75 | $343-78.0% | $13,210-99.4% | $348-78.4% |