See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $24,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,037 | $101,317-5.2% | $146,958-34.6% | $74,495+28.9% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.2%+10.9pp | 67.2%+25.9pp |
| Annual return | 20.33% | 8730.91%-8710.6pp | 418.34%-398.0pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $5,132 | $3,810+34.7% | $4,933+4.0% | $2,623+95.7% |
| Participant deferral / active EE | $14,542 | $7,303+99.1% | $8,070+80.2% | $4,346+234.6% |
| Admin fee / account holder | $173 | $1,739-90.0% | $12,998-98.7% | $1,942-91.1% |