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 | $8,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,840 | $76,912+48.0% | $129,110-11.8% | $68,494+66.2% |
| Participation rate | 97.7% | 69.1%+28.6pp | 77.3%+20.5pp | 67.9%+29.8pp |
| Annual return | -16.99% | -9.78%-7.2pp | -10.94%-6.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $8,914 | $3,243+174.9% | $5,052+76.5% | $2,596+243.3% |
| Participant deferral / active EE | $11,783 | $4,732+149.0% | $6,542+80.1% | $4,027+192.6% |
| Admin fee / account holder | $44 | $6,638-99.3% | $14,302-99.7% | $5,403-99.2% |