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 | $12,136 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,737 | $47,126+37.4% | $149,673-56.7% | $74,419-13.0% |
| Participation rate | 87.3% | 63.4%+23.9pp | 78.8%+8.5pp | 70.7%+16.5pp |
| Annual return | 24.74% | 22.75%+2.0pp | 134.42%-109.7pp | 34.38%-9.6pp |
| Employer contribution / active EE | $4,960 | $1,905+160.3% | $4,818+2.9% | $2,637+88.1% |
| Participant deferral / active EE | $12,611 | $2,728+362.3% | $5,680+122.0% | $4,528+178.5% |
| Admin fee / account holder | $34 | $343-90.2% | $13,210-99.7% | $348-90.4% |