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 | $916 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,965 | $46,292+12.3% | $143,757-63.9% | $64,808-19.8% |
| Participation rate | 84.7% | 64.2%+20.5pp | 80.3%+4.4pp | 71.5%+13.3pp |
| Annual return | -9.01% | -10.05%+1.0pp | -0.04%-9.0pp | 32.82%-41.8pp |
| Employer contribution / active EE | $4,930 | $1,910+158.2% | $4,951-0.4% | $2,506+96.7% |
| Participant deferral / active EE | $11,117 | $2,646+320.2% | $5,637+97.2% | $4,310+157.9% |
| Admin fee / account holder | $13 | $154-91.5% | $14,673-99.9% | $188-93.0% |