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 10-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 | $27,289 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,664 | $122,239+6.9% | $184,200-29.1% | $74,546+75.3% |
| Participation rate | 97.6% | 85.5%+12.1pp | 86.8%+10.7pp | 67.2%+30.4pp |
| Annual return | 15.41% | 19.95%-4.5pp | 28.80%-13.4pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $1,566 | $4,537-65.5% | $6,424-75.6% | $2,624-40.3% |
| Participant deferral / active EE | $12,944 | $7,139+81.3% | $9,132+41.7% | $4,347+197.7% |
| Admin fee / account holder | $176 | $1,260-86.0% | $13,907-98.7% | $1,944-90.9% |