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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $16,322 |
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $7,769 |
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 | $26,486 | $42,886-38.2% | $88,946-70.2% | $85,563-69.0% |
| Participation rate | 39.9% | 37.9%+1.9pp | 68.8%-29.0pp | 66.0%-26.1pp |
| Annual return | 16.56% | 44.56%-28.0pp | 57.82%-41.3pp | 31.51%-15.0pp |
| Employer contribution / active EE | $142 | $1,147-87.6% | $2,555-94.4% | $2,654-94.6% |
| Participant deferral / active EE | $1,317 | $2,108-37.5% | $4,581-71.3% | $4,375-69.9% |
| Admin fee / account holder | $187 | $2,263-91.7% | $8,261-97.7% | $834-77.6% |