Filed March 27, 2017
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,127 | $106,110+33.9% | $147,005-3.3% | $77,671+83.0% |
| Participation rate | 84.6% | 78.4%+6.2pp | 82.2%+2.5pp | 70.6%+14.1pp |
| Annual return | 18.99% | 56.77%-37.8pp | 418.76%-399.8pp | 31.21%-12.2pp |
| Employer contribution / active EE | $1,456 | $4,065-64.2% | $4,934-70.5% | $2,726-46.6% |
| Participant deferral / active EE | $13,708 | $7,992+71.5% | $8,070+69.9% | $4,648+194.9% |
| Admin fee / account holder | $120 | $338-64.5% | $13,006-99.1% | $430-72.1% |