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 | $25,675 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,909 | $112,686-6.9% | $169,993-38.3% | $80,160+30.9% |
| Participation rate | 95.9% | 87.4%+8.5pp | 87.0%+8.9pp | 72.9%+23.0pp |
| Annual return | 28.53% | 67.04%-38.5pp | 53.37%-24.8pp | 40.38%-11.8pp |
| Employer contribution / active EE | $4,962 | $4,481+10.7% | $6,785-26.9% | $2,978+66.6% |
| Participant deferral / active EE | $13,336 | $7,876+69.3% | $10,408+28.1% | $5,017+165.8% |
| Admin fee / account holder | $20 | $99-79.8% | $12,815-99.8% | $145-86.2% |