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 | $39,715 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,403 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,758 | $99,078-15.5% | $96,544-13.2% | $74,419+12.5% |
| Participation rate | 91.6% | 80.7%+11.0pp | 76.0%+15.7pp | 70.7%+20.9pp |
| Annual return | 13.45% | 22.48%-9.0pp | 25.84%-12.4pp | 34.38%-20.9pp |
| Employer contribution / active EE | $3,613 | $2,570+40.6% | $2,965+21.9% | $2,637+37.0% |
| Participant deferral / active EE | $5,274 | $4,933+6.9% | $4,851+8.7% | $4,528+16.5% |
| Admin fee / account holder | $255 | $225+13.5% | $8,252-96.9% | $348-26.7% |