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 | $41,967 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,480 | $52,208+12.0% | $86,612-32.5% | $74,419-21.4% |
| Participation rate | 62.0% | 66.3%-4.3pp | 71.7%-9.7pp | 70.7%-8.7pp |
| Annual return | 14.57% | 44.46%-29.9pp | 591.07%-576.5pp | 34.38%-19.8pp |
| Employer contribution / active EE | $2,032 | $2,282-10.9% | $3,022-32.8% | $2,637-22.9% |
| Participant deferral / active EE | $3,901 | $3,383+15.3% | $4,438-12.1% | $4,528-13.9% |
| Admin fee / account holder | $296 | $319-7.1% | $5,614-94.7% | $348-14.9% |