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 | -$29,014 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,610 | $89,436-59.1% | $164,813-77.8% | $77,643-52.8% |
| Participation rate | 88.1% | 78.6%+9.5pp | 78.6%+9.5pp | 70.6%+17.5pp |
| Annual return | 20.38% | 28.83%-8.4pp | 69.93%-49.5pp | 31.24%-10.9pp |
| Employer contribution / active EE | $2,783 | $2,569+8.3% | $4,341-35.9% | $2,726+2.1% |
| Participant deferral / active EE | $5,452 | $4,897+11.3% | $6,031-9.6% | $4,647+17.3% |
| Admin fee / account holder | -$54 | $339-115.9% | $12,690-100.4% | $430-112.6% |