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 4-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 | $20,274 |
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $12,338 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,090 | $88,634-50.3% | $101,326-56.5% | $74,304-40.7% |
| Participation rate | 97.4% | 76.9%+20.5pp | 81.5%+15.9pp | 60.3%+37.0pp |
| Annual return | 26.36% | 33.10%-6.7pp | 36.82%-10.5pp | 29.43%-3.1pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $11,830 | $7,322+61.6% | $7,994+48.0% | $3,767+214.0% |
| Admin fee / account holder | $231 | $2,425-90.5% | $11,185-97.9% | $2,969-92.2% |