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 | $24,756 |
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 | $39,311 | $101,317-61.2% | $146,958-73.2% | $74,495-47.2% |
| Participation rate | 84.5% | 75.5%+9.0pp | 82.2%+2.4pp | 67.2%+17.3pp |
| Annual return | 19.28% | 8730.91%-8711.6pp | 418.34%-399.1pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $858 | $3,810-77.5% | $4,933-82.6% | $2,623-67.3% |
| Participant deferral / active EE | $10,024 | $7,303+37.3% | $8,070+24.2% | $4,346+130.7% |
| Admin fee / account holder | $135 | $1,739-92.2% | $12,998-99.0% | $1,942-93.1% |