See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$39,274 |
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 | $91,491 | $131,799-30.6% | $200,582-54.4% | $85,563+6.9% |
| Participation rate | 88.1% | 87.9%+0.2pp | 86.9%+1.2pp | 66.0%+22.2pp |
| Annual return | 16.77% | 21.59%-4.8pp | 42.33%-25.6pp | 31.51%-14.7pp |
| Employer contribution / active EE | $0 | $4,532-100.0% | $6,419-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $6,304 | $7,702-18.2% | $9,331-32.4% | $4,375+44.1% |
| Admin fee / account holder | -$89 | $235-137.8% | $16,305-100.5% | $834-110.7% |