Filed December 14, 2018
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 |
|---|---|---|
OSAIC WEALTH INC2 years Service code 55 · EIN 93-0987232 | Other Commissions | $24,782 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$14,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,683 | $108,549-34.9% | $156,263-54.8% | $85,563-17.4% |
| Participation rate | 43.1% | 77.1%-34.0pp | 78.9%-35.8pp | 66.0%-22.9pp |
| Annual return | 23.74% | 21.79%+2.0pp | 59.47%-35.7pp | 31.51%-7.8pp |
| Employer contribution / active EE | $1,018 | $2,690-62.2% | $4,333-76.5% | $2,654-61.6% |
| Participant deferral / active EE | $2,460 | $4,800-48.8% | $6,158-60.1% | $4,375-43.8% |
| Admin fee / account holder | $0 | $650-99.9% | $14,255-100.0% | $834-100.0% |