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 | $40,975 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $12,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,062 | $110,282-45.5% | $102,438-41.4% | $199,768-69.9% |
| Participation rate | 70.9% | 86.3%-15.4pp | 76.5%-5.6pp | 72.0%-1.1pp |
| Annual return | 16.26% | 35.75%-19.5pp | 29.37%-13.1pp | 34.26%-18.0pp |
| Employer contribution / active EE | $1,476 | $3,603-59.0% | $3,024-51.2% | $3,037-51.4% |
| Participant deferral / active EE | $5,532 | $6,376-13.2% | $5,054+9.5% | $5,090+8.7% |
| Admin fee / account holder | $90 | $122-26.4% | $9,448-99.0% | $269-66.5% |