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 6-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 | $26,011 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,544 | $91,407-65.5% | $135,903-76.8% | $71,457-55.9% |
| Participation rate | 82.8% | 75.7%+7.1pp | 81.9%+0.9pp | 67.9%+14.9pp |
| Annual return | 39.65% | 29.90%+9.8pp | 68.23%-28.6pp | 28.85%+10.8pp |
| Employer contribution / active EE | $698 | $3,703-81.2% | $4,856-85.6% | $2,588-73.0% |
| Participant deferral / active EE | $9,421 | $7,092+32.8% | $7,758+21.4% | $4,289+119.7% |
| Admin fee / account holder | $134 | $1,266-89.4% | $10,762-98.8% | $1,587-91.5% |