Filed December 30, 2021
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 |
|---|---|---|
Service code 27 · EIN 37-1707957 | Advisory (Plan) | $59,477 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,127 | $122,239+23.6% | $184,203-18.0% | $74,495+102.9% |
| Participation rate | 89.9% | 85.5%+4.4pp | 86.8%+3.0pp | 67.2%+22.7pp |
| Annual return | 13.98% | 19.95%-6.0pp | 28.81%-14.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,376 | $4,537-47.6% | $6,427-63.0% | $2,623-9.4% |
| Participant deferral / active EE | $6,850 | $7,139-4.0% | $9,131-25.0% | $4,346+57.6% |
| Admin fee / account holder | $528 | $1,260-58.1% | $13,901-96.2% | $1,942-72.8% |