Filed December 16, 2020
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 | $29,002 |
M HOLDINGS SECURITIES INC2 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $10,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,765 | $87,870+2.2% | $113,168-20.7% | $74,304+20.8% |
| Participation rate | 98.6% | 70.7%+27.9pp | 76.6%+22.1pp | 60.3%+38.3pp |
| Annual return | 18.34% | 26.44%-8.1pp | 24.27%-5.9pp | 29.43%-11.1pp |
| Employer contribution / active EE | $3,764 | $2,277+65.3% | $2,975+26.5% | $2,241+67.9% |
| Participant deferral / active EE | $8,139 | $4,241+91.9% | $5,107+59.4% | $3,767+116.1% |
| Admin fee / account holder | $209 | $3,368-93.8% | $12,068-98.3% | $2,969-93.0% |