Filed March 27, 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 | -$107,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,127 | $106,028+34.0% | $146,958-3.3% | $77,643+83.1% |
| Participation rate | 84.6% | 78.4%+6.3pp | 82.2%+2.5pp | 70.6%+14.1pp |
| Annual return | 18.99% | 56.73%-37.7pp | 418.34%-399.3pp | 31.24%-12.2pp |
| Employer contribution / active EE | $1,456 | $4,063-64.2% | $4,933-70.5% | $2,726-46.6% |
| Participant deferral / active EE | $13,708 | $7,990+71.6% | $8,070+69.9% | $4,647+195.0% |
| Admin fee / account holder | $120 | $337-64.4% | $12,998-99.1% | $430-72.1% |