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 | $33,601 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,235 |
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 | $119,910 | $122,693-2.3% | $184,203-34.9% | $199,593-39.9% |
| Participation rate | 94.6% | 86.8%+7.8pp | 86.8%+7.8pp | 72.0%+22.7pp |
| Annual return | 23.27% | 143.91%-120.6pp | 28.81%-5.5pp | 34.25%-11.0pp |
| Employer contribution / active EE | $5,042 | $4,584+10.0% | $6,427-21.6% | $3,034+66.2% |
| Participant deferral / active EE | $14,121 | $7,990+76.7% | $9,131+54.6% | $5,087+177.6% |
| Admin fee / account holder | $21 | $121-82.6% | $13,901-99.8% | $269-92.2% |