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 | $29,342 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $13,000 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,442 |
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 | $30,838 | $76,670-59.8% | $96,683-68.1% | $71,457-56.8% |
| Participation rate | 91.0% | 66.6%+24.5pp | 74.3%+16.7pp | 67.9%+23.1pp |
| Annual return | 24.37% | 48.29%-23.9pp | 35.69%-11.3pp | 28.85%-4.5pp |
| Employer contribution / active EE | $710 | $3,031-76.6% | $3,737-81.0% | $2,588-72.6% |
| Participant deferral / active EE | $3,430 | $3,771-9.0% | $4,878-29.7% | $4,289-20.0% |
| Admin fee / account holder | $247 | $2,028-87.8% | $6,730-96.3% | $1,587-84.4% |