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 | $35,223 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,676 | $65,435+29.4% | $86,677-2.3% | $66,914+26.5% |
| Participation rate | 90.4% | 75.5%+15.0pp | 76.6%+13.8pp | 69.8%+20.6pp |
| Annual return | -4.48% | -10.89%+6.4pp | 35.91%-40.4pp | 1.58%-6.1pp |
| Employer contribution / active EE | $3,389 | $2,153+57.4% | $2,836+19.5% | $2,544+33.2% |
| Participant deferral / active EE | $5,045 | $4,100+23.0% | $4,656+8.4% | $4,237+19.1% |
| Admin fee / account holder | $250 | $642-61.0% | $7,493-96.7% | $593-57.8% |