Filed March 1, 2022 (most recent of 4 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $305,592 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,276 | $145,516+21.1% | $184,203-4.3% | $99,062+77.9% |
| Participation rate | 97.2% | 90.3%+7.0pp | 86.8%+10.4pp | 71.6%+25.6pp |
| Annual return | 17.83% | 21.23%-3.4pp | 28.81%-11.0pp | 17.66%+0.2pp |
| Employer contribution / active EE | $3,083 | $5,354-42.4% | $6,427-52.0% | $3,262-5.5% |
| Participant deferral / active EE | $7,296 | $8,423-13.4% | $9,131-20.1% | $5,331+36.8% |
| Admin fee / account holder | $39 | $78-49.2% | $13,901-99.7% | $109-63.8% |