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 | $58,179 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,318 | $50,982-48.4% | $154,803-83.0% | $85,563-69.2% |
| Participation rate | 92.3% | 59.8%+32.5pp | 78.1%+14.2pp | 66.0%+26.4pp |
| Annual return | 20.33% | 30.35%-10.0pp | 58.88%-38.6pp | 31.51%-11.2pp |
| Employer contribution / active EE | $2,762 | $1,708+61.7% | $4,305-35.9% | $2,654+4.1% |
| Participant deferral / active EE | $2,326 | $2,474-6.0% | $5,540-58.0% | $4,375-46.8% |
| Admin fee / account holder | $83 | $846-90.1% | $14,329-99.4% | $834-90.0% |