Filed November 27, 2024 (most recent of 9 filings on file)
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,299 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,410 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,778 | $131,799-54.6% | $200,582-70.2% | $85,563-30.1% |
| Participation rate | 95.1% | 87.9%+7.1pp | 86.9%+8.2pp | 66.0%+29.1pp |
| Annual return | 18.51% | 21.59%-3.1pp | 42.33%-23.8pp | 31.51%-13.0pp |
| Employer contribution / active EE | $2,722 | $4,532-39.9% | $6,419-57.6% | $2,654+2.6% |
| Participant deferral / active EE | $4,860 | $7,702-36.9% | $9,331-47.9% | $4,375+11.1% |
| Admin fee / account holder | $73 | $235-68.9% | $16,305-99.6% | $834-91.2% |