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 | $2,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,515 | $65,908-93.1% | $81,812-94.5% | $77,643-94.2% |
| Participation rate | 56.5% | 65.8%-9.3pp | 72.3%-15.8pp | 70.6%-14.0pp |
| Annual return | 17.23% | 26.64%-9.4pp | 773.79%-756.6pp | 31.24%-14.0pp |
| Employer contribution / active EE | $368 | $2,370-84.5% | $2,912-87.4% | $2,726-86.5% |
| Participant deferral / active EE | $948 | $3,505-73.0% | $4,319-78.1% | $4,647-79.6% |
| Admin fee / account holder | $29 | $526-94.5% | $7,386-99.6% | $430-93.2% |