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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,655 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,286 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,535 | $129,095-57.8% | $184,200-70.4% | $77,671-29.8% |
| Participation rate | 92.6% | 87.3%+5.3pp | 86.8%+5.8pp | 70.6%+22.0pp |
| Annual return | 15.90% | 33.29%-17.4pp | 28.80%-12.9pp | 31.21%-15.3pp |
| Employer contribution / active EE | $2,557 | $4,410-42.0% | $6,424-60.2% | $2,726-6.2% |
| Participant deferral / active EE | $4,662 | $7,300-36.1% | $9,132-49.0% | $4,648+0.3% |
| Admin fee / account holder | $48 | $256-81.3% | $13,907-99.7% | $430-88.9% |