Filed March 25, 2022 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$259,571 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,436 | $241,101-60.4% | $103,333-7.6% | $199,593-52.2% |
| Participation rate | 94.5% | 78.3%+16.2pp | 74.5%+20.0pp | 72.0%+22.5pp |
| Annual return | 12.13% | 17.80%-5.7pp | 24.88%-12.8pp | 34.25%-22.1pp |
| Employer contribution / active EE | $12,802 | $4,244+201.6% | $3,868+231.0% | $3,034+321.9% |
| Participant deferral / active EE | $6,749 | $3,958+70.5% | $5,057+33.4% | $5,087+32.7% |
| Admin fee / account holder | -$31 | $288-110.7% | $8,355-100.4% | $269-111.4% |