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 | $34,450 |
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 | $154,968 | $132,049+17.4% | $200,582-22.7% | $74,304+108.6% |
| Participation rate | 96.7% | 84.1%+12.7pp | 86.9%+9.9pp | 60.3%+36.4pp |
| Annual return | 18.46% | 22.22%-3.8pp | 42.33%-23.9pp | 29.43%-11.0pp |
| Employer contribution / active EE | $1,536 | $4,558-66.3% | $6,419-76.1% | $2,241-31.5% |
| Participant deferral / active EE | $13,505 | $7,213+87.2% | $9,331+44.7% | $3,767+258.5% |
| Admin fee / account holder | $209 | $2,405-91.3% | $16,305-98.7% | $2,969-93.0% |