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 | $10,566 |
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 | $69,500 | $50,815+36.8% | $155,509-55.3% | $77,643-10.5% |
| Participation rate | 89.5% | 63.1%+26.4pp | 78.2%+11.3pp | 70.6%+18.9pp |
| Annual return | 21.93% | 34.80%-12.9pp | 64.67%-42.7pp | 31.24%-9.3pp |
| Employer contribution / active EE | $5,993 | $1,993+200.8% | $4,672+28.3% | $2,726+119.9% |
| Participant deferral / active EE | $14,013 | $2,822+396.5% | $5,626+149.1% | $4,647+201.5% |
| Admin fee / account holder | $23 | $437-94.8% | $15,912-99.9% | $430-94.7% |