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 |
|---|---|---|
Service code 55 · EIN 42-1445429 | Other Commissions | $18,444 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $6,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,392 | $58,290+1.9% | $98,442-39.7% | $86,799-31.6% |
| Participation rate | 56.5% | 68.3%-11.8pp | 73.3%-16.8pp | 72.3%-15.8pp |
| Annual return | 11.13% | 43.48%-32.4pp | 1492.73%-1481.6pp | 97.91%-86.8pp |
| Employer contribution / active EE | $1,549 | $2,008-22.8% | $2,960-47.7% | $2,405-35.6% |
| Participant deferral / active EE | $3,265 | $3,152+3.6% | $4,276-23.7% | $4,131-21.0% |
| Admin fee / account holder | $35 | $138-74.6% | $5,949-99.4% | $170-79.4% |