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 |
|---|---|---|
Filed as: FIDELITY INVEST INSTITUTIONAL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $184,748 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF Service code 72 | Other investment fees and expenses | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,573 | $98,780+140.5% | $60,874+290.3% | $77,904+205.0% |
| Participation rate | 92.8% | 76.7%+16.2pp | 73.1%+19.7pp | 73.7%+19.2pp |
| Annual return | -11.92% | -11.56%-0.4pp | 16.90%-28.8pp | 12.21%-24.1pp |
| Employer contribution / active EE | $8,448 | $3,605+134.4% | $2,701+212.7% | $2,848+196.7% |
| Participant deferral / active EE | $7,816 | $4,200+86.1% | $3,817+104.8% | $4,806+62.6% |
| Admin fee / account holder | $33 | $89-62.7% | $3,224-99.0% | $133-75.0% |