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 | $42,029 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,989 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $14,900 |
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 | $31,504 | $82,917-62.0% | $103,333-69.5% | $77,643-59.4% |
| Participation rate | 86.6% | 71.6%+15.1pp | 74.5%+12.1pp | 70.6%+16.1pp |
| Annual return | 11.83% | 19.13%-7.3pp | 24.88%-13.0pp | 31.24%-19.4pp |
| Employer contribution / active EE | $644 | $3,552-81.9% | $3,868-83.3% | $2,726-76.4% |
| Participant deferral / active EE | $3,437 | $4,108-16.3% | $5,057-32.0% | $4,647-26.0% |
| Admin fee / account holder | $261 | $638-59.0% | $8,355-96.9% | $430-39.3% |