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 3-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 | $105,044 |
LUTZ & COMPANY, PC2 years Filed as: LUTZ FINANCIAL SERVICES LLC Service code 27 · EIN 47-0828178 | Advisory (Plan) | $48,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,892 | $53,199-62.6% | $155,567-87.2% | $199,768-90.0% |
| Participation rate | 48.2% | 64.1%-16.0pp | 78.2%-30.0pp | 72.0%-23.8pp |
| Annual return | 24.88% | 41.17%-16.3pp | 64.74%-39.9pp | 34.26%-9.4pp |
| Employer contribution / active EE | $2,007 | $1,852+8.3% | $4,674-57.1% | $3,037-33.9% |
| Participant deferral / active EE | $3,506 | $3,163+10.8% | $5,628-37.7% | $5,090-31.1% |
| Admin fee / account holder | $115 | $186-38.1% | $15,916-99.3% | $269-57.3% |