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 | $2,400 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,944 | $163,264+84.3% | $155,509+93.5% | - |
| Participation rate | 93.9% | 62.7%+31.2pp | 78.2%+15.8pp | - |
| Annual return | 7.79% | 19.38%-11.6pp | 64.67%-56.9pp | - |
| Employer contribution / active EE | $7,810 | $2,490+213.7% | $4,672+67.2% | - |
| Participant deferral / active EE | $9,442 | $2,914+224.0% | $5,626+67.8% | - |
| Admin fee / account holder | $15 | $96,217-100.0% | $15,912-99.9% | - |