Filed January 23, 2017
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 | $21,497 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,729 | $92,055+103.9% | $106,213+76.7% | $77,643+141.8% |
| Participation rate | 98.2% | 81.0%+17.1pp | 75.3%+22.9pp | 70.6%+27.6pp |
| Annual return | 18.48% | 17.91%+0.6pp | 116.14%-97.7pp | 31.24%-12.8pp |
| Employer contribution / active EE | $10,529 | $3,367+212.7% | $3,171+232.0% | $2,726+286.3% |
| Participant deferral / active EE | $15,619 | $5,386+190.0% | $5,016+211.4% | $4,647+236.1% |
| Admin fee / account holder | $31 | $219-86.1% | $11,033-99.7% | $430-92.9% |