Filed January 3, 2020
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,789 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,825 | $88,890+6.7% | $102,423-7.4% | $77,643+22.1% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.5%+17.7pp | 70.6%+23.6pp |
| Annual return | 16.78% | 24.98%-8.2pp | 29.32%-12.5pp | 31.24%-14.5pp |
| Employer contribution / active EE | $8,771 | $2,698+225.1% | $3,023+190.1% | $2,726+221.8% |
| Participant deferral / active EE | $11,649 | $5,145+126.4% | $5,053+130.5% | $4,647+150.7% |
| Admin fee / account holder | $73 | $235-69.1% | $9,451-99.2% | $430-83.1% |