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 |
|---|---|---|
Service code 27 · EIN 41-1138132 | Advisory (Plan) | $44,794 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $35,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,714 | $58,778+42.4% | $129,207-35.2% | $77,643+7.8% |
| Participation rate | 34.9% | 59.2%-24.4pp | 69.6%-34.8pp | 70.6%-35.7pp |
| Annual return | 14.63% | 24.73%-10.1pp | 9417.33%-9402.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $704 | $1,952-63.9% | $4,153-83.0% | $2,726-74.2% |
| Participant deferral / active EE | $1,808 | $3,212-43.7% | $4,168-56.6% | $4,647-61.1% |
| Admin fee / account holder | $443 | $589-24.8% | $7,715-94.3% | $430+3.0% |