Filed November 3, 2020 (most recent of 5 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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,729 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,690 | $63,770+76.7% | $71,209+58.3% | $102,872+9.5% |
| Participation rate | 99.6% | 61.0%+38.6pp | 73.8%+25.8pp | 73.0%+26.6pp |
| Annual return | 21.07% | 16.01%+5.1pp | 282.51%-261.4pp | 19.06%+2.0pp |
| Employer contribution / active EE | $9,441 | $2,367+298.9% | $2,721+247.0% | $3,526+167.7% |
| Participant deferral / active EE | $7,723 | $3,587+115.3% | $4,175+85.0% | $5,535+39.5% |
| Admin fee / account holder | $38 | $220-82.8% | $5,349-99.3% | $292-87.1% |