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 | $104,016 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $45,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,247 | $197,941-31.2% | $100,534+35.5% | $85,563+59.2% |
| Participation rate | 93.0% | 83.8%+9.2pp | 80.6%+12.4pp | 66.0%+27.0pp |
| Annual return | 16.71% | 21.00%-4.3pp | 32.66%-16.0pp | 31.51%-14.8pp |
| Employer contribution / active EE | $2,897 | $7,157-59.5% | $4,346-33.4% | $2,654+9.2% |
| Participant deferral / active EE | $10,498 | $9,061+15.9% | $6,144+70.9% | $4,375+139.9% |
| Admin fee / account holder | $235 | $1,158-79.7% | $7,654-96.9% | $834-71.8% |