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 | $0 |
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 | $26,607 | $64,119-58.5% | $112,228-76.3% | $66,914-60.2% |
| Participation rate | 91.3% | 68.5%+22.8pp | 75.1%+16.2pp | 69.8%+21.5pp |
| Annual return | -13.41% | -13.81%+0.4pp | 27.45%-40.9pp | 1.58%-15.0pp |
| Employer contribution / active EE | $674 | $3,005-77.6% | $3,635-81.5% | $2,544-73.5% |
| Participant deferral / active EE | $3,372 | $3,693-8.7% | $4,728-28.7% | $4,237-20.4% |
| Admin fee / account holder | $229 | $625-63.4% | $6,410-96.4% | $593-61.4% |