Filed November 17, 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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $24,834 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $13,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,826 | $101,317+122.9% | $146,958+53.7% | $74,495+203.1% |
| Participation rate | 89.6% | 75.5%+14.0pp | 82.2%+7.4pp | 67.2%+22.4pp |
| Annual return | 15.37% | 8730.91%-8715.5pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,092 | $3,810-45.1% | $4,933-57.6% | $2,623-20.2% |
| Participant deferral / active EE | $11,993 | $7,303+64.2% | $8,070+48.6% | $4,346+176.0% |
| Admin fee / account holder | $260 | $1,739-85.0% | $12,998-98.0% | $1,942-86.6% |