Filed February 7, 2015
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 | $5,043 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,088 | $845,484-89.6% | $177,989-50.5% | - |
| Participation rate | 74.7% | 64.0%+10.8pp | 77.1%-2.3pp | - |
| Annual return | 16.52% | 8.37%+8.2pp | 294.48%-278.0pp | - |
| Employer contribution / active EE | $2,102 | $2,463-14.7% | $3,949-46.8% | - |
| Participant deferral / active EE | $5,849 | $5,196+12.6% | $6,276-6.8% | - |
| Admin fee / account holder | $40 | $34,598-99.9% | $10,363-99.6% | - |