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 5-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 | $30,113 |
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 | $90,836 | $86,944+4.5% | $107,525-15.5% | $74,304+22.2% |
| Participation rate | 94.0% | 59.6%+34.5pp | 75.1%+19.0pp | 60.3%+33.7pp |
| Annual return | 21.10% | 23.52%-2.4pp | 181.32%-160.2pp | 29.43%-8.3pp |
| Employer contribution / active EE | $8,472 | $2,757+207.3% | $3,754+125.7% | $2,241+278.0% |
| Participant deferral / active EE | $10,939 | $3,554+207.8% | $5,116+113.8% | $3,767+190.4% |
| Admin fee / account holder | $151 | $3,727-95.9% | $8,919-98.3% | $2,969-94.9% |