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 | $47,967 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $21,735 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZAAR Service code 10 · EIN 44-0160260 | Accounting | $18,010 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,346 | $95,880-63.1% | $107,525-67.1% | $85,563-58.7% |
| Participation rate | 88.9% | 70.1%+18.8pp | 75.1%+13.8pp | 66.0%+22.9pp |
| Annual return | 15.48% | 68.06%-52.6pp | 181.32%-165.8pp | 31.51%-16.0pp |
| Employer contribution / active EE | $692 | $3,812-81.9% | $3,754-81.6% | $2,654-73.9% |
| Participant deferral / active EE | $3,951 | $4,201-6.0% | $5,116-22.8% | $4,375-9.7% |
| Admin fee / account holder | $275 | $1,025-73.2% | $8,919-96.9% | $834-67.1% |