Filed October 18, 2022 (most recent of 19 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 |
|---|---|---|
Filed as: FIDELITY INV INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $416,759 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,820 | $73,283-62.0% | $155,509-82.1% | $106,382-73.8% |
| Participation rate | 81.4% | 73.3%+8.2pp | 78.2%+3.2pp | 69.9%+11.6pp |
| Annual return | 14.21% | 15.77%-1.6pp | 64.67%-50.5pp | 17.37%-3.2pp |
| Employer contribution / active EE | $3,476 | $2,247+54.7% | $4,672-25.6% | $3,364+3.3% |
| Participant deferral / active EE | $40 | $4,580-99.1% | $5,626-99.3% | $5,569-99.3% |
| Admin fee / account holder | $10 | $56-81.5% | $15,912-99.9% | $79-86.9% |