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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.
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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 | $53,779 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $73,168 | $65,908+11.0% | $81,812-10.6% | $77,643-5.8% |
| Participation rate | 52.6% | 65.8%-13.2pp | 72.3%-19.7pp | 70.6%-17.9pp |
| Annual return | 11.35% | 26.64%-15.3pp | 773.79%-762.4pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,628 | $2,370-31.3% | $2,912-44.1% | $2,726-40.3% |
| Participant deferral / active EE | $3,467 | $3,505-1.1% | $4,319-19.7% | $4,647-25.4% |
| Admin fee / account holder | $409 | $526-22.3% | $7,386-94.5% | $430-5.0% |