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 |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $34,181 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $18,746 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,587 | $100,923+19.5% | $150,045-19.6% | $74,304+62.3% |
| Participation rate | 88.0% | 70.1%+17.9pp | 82.3%+5.7pp | 60.3%+27.7pp |
| Annual return | 19.96% | 51.77%-31.8pp | 62.55%-42.6pp | 29.43%-9.5pp |
| Employer contribution / active EE | $6,232 | $3,463+80.0% | $4,693+32.8% | $2,241+178.1% |
| Participant deferral / active EE | $9,581 | $6,709+42.8% | $7,997+19.8% | $3,767+154.3% |
| Admin fee / account holder | $323 | $2,767-88.3% | $13,435-97.6% | $2,969-89.1% |