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 16 · EIN 04-2647786 | Consulting | $193,803 |
TIAA1 year Service code 16 · EIN 13-1624203 | Consulting | $5,402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,622 | $52,346-9.0% | $143,757-66.9% | $78,044-39.0% |
| Participation rate | 97.3% | 72.7%+24.6pp | 80.3%+17.0pp | 74.4%+22.9pp |
| Annual return | -16.32% | -14.19%-2.1pp | -0.04%-16.3pp | 10.87%-27.2pp |
| Employer contribution / active EE | $715 | $2,131-66.4% | $4,951-85.6% | $3,125-77.1% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,637-100.0% | $5,084-100.0% |
| Admin fee / account holder | $18 | $63-71.0% | $14,673-99.9% | $79-76.7% |