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 | $40,241 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,751 | $88,890-12.5% | $102,423-24.1% | $77,643+0.1% |
| Participation rate | 64.3% | 80.9%-16.6pp | 76.5%-12.1pp | 70.6%-6.2pp |
| Annual return | 25.46% | 24.98%+0.5pp | 29.32%-3.9pp | 31.24%-5.8pp |
| Employer contribution / active EE | $2,311 | $2,698-14.3% | $3,023-23.6% | $2,726-15.2% |
| Participant deferral / active EE | $3,472 | $5,145-32.5% | $5,053-31.3% | $4,647-25.3% |
| Admin fee / account holder | $195 | $235-17.3% | $9,451-97.9% | $430-54.8% |