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 | $24,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,233 | $80,724+4.3% | $103,333-18.5% | $74,495+13.1% |
| Participation rate | 90.5% | 65.7%+24.8pp | 74.5%+16.0pp | 67.2%+23.3pp |
| Annual return | 13.12% | 27.56%-14.4pp | 24.88%-11.8pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $5,278 | $3,157+67.2% | $3,868+36.5% | $2,623+101.2% |
| Participant deferral / active EE | $10,518 | $3,860+172.5% | $5,057+108.0% | $4,346+142.0% |
| Admin fee / account holder | $172 | $2,368-92.7% | $8,355-97.9% | $1,942-91.1% |