Filed April 23, 2024 (most recent of 4 filings on file)
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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $4,050,021 |
Filed as: FIDELITY INV. INST. OP. CO. INC. Service code 37 · EIN 04-3532603 | Loan Processing | $723,108 |
TIAA1 year Filed as: TIAA-CREF Service code 37 · EIN 13-1624203 | Loan Processing | $6,474 |
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 60 | Sub-TA Fees | $0 |
NATIONWIDE6 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 37 · EIN 31-4156860 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,590 | $73,283+56.4% | $155,509-26.3% | $106,382+7.7% |
| Participation rate | 98.9% | 73.3%+25.6pp | 78.2%+20.7pp | 69.9%+29.0pp |
| Annual return | 24.32% | 15.77%+8.6pp | 64.67%-40.4pp | 17.37%+6.9pp |
| Employer contribution / active EE | $1,952 | $2,247-13.1% | $4,672-58.2% | $3,364-42.0% |
| Participant deferral / active EE | $7,867 | $4,580+71.8% | $5,626+39.8% | $5,569+41.3% |
| Admin fee / account holder | $35 | $56-38.3% | $15,912-99.8% | $79-56.3% |