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 | $26,199 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,098 | $76,670-4.7% | $96,683-24.4% | $71,457+2.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 22.23% | 48.29%-26.1pp | 35.69%-13.5pp | 28.85%-6.6pp |
| Employer contribution / active EE | $5,706 | $3,031+88.2% | $3,737+52.7% | $2,588+120.5% |
| Participant deferral / active EE | $11,613 | $3,771+208.0% | $4,878+138.1% | $4,289+170.8% |
| Admin fee / account holder | $192 | $2,028-90.5% | $6,730-97.2% | $1,587-87.9% |