Filed October 11, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,854 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,222 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,836 | $122,239+47.1% | $184,203-2.4% | $74,495+141.4% |
| Participation rate | 92.0% | 85.5%+6.5pp | 86.8%+5.2pp | 67.2%+24.8pp |
| Annual return | 14.99% | 19.95%-5.0pp | 28.81%-13.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,854 | $4,537-37.1% | $6,427-55.6% | $2,623+8.8% |
| Participant deferral / active EE | $13,368 | $7,139+87.3% | $9,131+46.4% | $4,346+207.6% |
| Admin fee / account holder | $86 | $1,260-93.2% | $13,901-99.4% | $1,942-95.6% |