Filed June 15, 2021 (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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$12,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,294 | $132,049-17.2% | $200,582-45.5% | $74,304+47.1% |
| Participation rate | 97.9% | 84.1%+13.8pp | 86.9%+11.0pp | 60.3%+37.5pp |
| Annual return | 15.95% | 22.22%-6.3pp | 42.33%-26.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $4,532 | $4,558-0.6% | $6,419-29.4% | $2,241+102.2% |
| Participant deferral / active EE | $6,163 | $7,213-14.6% | $9,331-33.9% | $3,767+63.6% |
| Admin fee / account holder | -$65 | $2,405-102.7% | $16,305-100.4% | $2,969-102.2% |