Filed June 21, 2021
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 |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $5,220,108 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVES INST OPERS CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $3,586,244 |
SB & COMPANY, LLC3 years Service code 10 · EIN 20-2153727 | Accounting | $54,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,053 | $167,668-4.5% | $100,383+59.4% | $106,408+50.4% |
| Participation rate | 98.5% | 87.6%+11.0pp | 81.5%+17.0pp | 69.9%+28.6pp |
| Annual return | 14.24% | 18.33%-4.1pp | 49.26%-35.0pp | 17.37%-3.1pp |
| Employer contribution / active EE | $6,794 | $4,908+38.4% | $3,944+72.3% | $3,361+102.1% |
| Participant deferral / active EE | $9,809 | $11,427-14.2% | $8,086+21.3% | $5,567+76.2% |
| Admin fee / account holder | $64 | $94-31.6% | $7,900-99.2% | $79-19.0% |