See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $61,750 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,373 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,555 | $95,274-25.9% | $135,903-48.1% | $74,419-5.2% |
| Participation rate | 84.1% | 78.2%+6.0pp | 81.9%+2.2pp | 70.7%+13.4pp |
| Annual return | 22.50% | 32.77%-10.3pp | 68.23%-45.7pp | 34.38%-11.9pp |
| Employer contribution / active EE | $2,307 | $3,874-40.5% | $4,856-52.5% | $2,637-12.5% |
| Participant deferral / active EE | $6,597 | $7,782-15.2% | $7,758-15.0% | $4,528+45.7% |
| Admin fee / account holder | $87 | $266-67.3% | $10,762-99.2% | $348-75.0% |