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 | $34,372 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,646 |
Service code 27 · EIN 46-3329350 | Advisory (Plan) | $11,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,313 | $45,719+29.7% | $96,139-38.3% | $93,030-36.2% |
| Participation rate | 8.7% | 45.8%-37.2pp | 68.4%-59.8pp | 73.9%-65.2pp |
| Annual return | 21.55% | 3211.95%-3190.4pp | 191.94%-170.4pp | 158.70%-137.2pp |
| Employer contribution / active EE | $471 | $1,139-58.6% | $2,797-83.1% | $2,706-82.6% |
| Participant deferral / active EE | $1,030 | $2,344-56.1% | $4,349-76.3% | $4,562-77.4% |
| Admin fee / account holder | $136 | $128+6.6% | $5,537-97.5% | $152-10.0% |