Filed December 15, 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 8-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 Filed as: FIDELITY INVEST INSTITUTIONAL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $213,051 |
Filed as: EMPOWER ANNUITY IN CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $1,842 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,194 | $113,293+145.6% | $67,502+312.1% | $199,593+39.4% |
| Participation rate | 83.5% | 73.3%+10.2pp | 72.9%+10.6pp | 72.0%+11.6pp |
| Annual return | 12.37% | 15.88%-3.5pp | 3512.12%-3499.8pp | 34.25%-21.9pp |
| Employer contribution / active EE | $6,557 | $3,401+92.8% | $2,731+140.1% | $3,034+116.1% |
| Participant deferral / active EE | $7,566 | $4,159+81.9% | $4,000+89.2% | $5,087+48.7% |
| Admin fee / account holder | $152 | $103+48.1% | $3,998-96.2% | $269-43.5% |