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 | $21,113 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $19,087 |
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 | $41,042 | $86,944-52.8% | $107,525-61.8% | $74,304-44.8% |
| Participation rate | 41.1% | 59.6%-18.5pp | 75.1%-34.0pp | 60.3%-19.3pp |
| Annual return | 15.86% | 23.52%-7.7pp | 181.32%-165.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,449 | $2,757-47.4% | $3,754-61.4% | $2,241-35.4% |
| Participant deferral / active EE | $2,859 | $3,554-19.5% | $5,116-44.1% | $3,767-24.1% |
| Admin fee / account holder | $414 | $3,727-88.9% | $8,919-95.4% | $2,969-86.1% |