Filed March 13, 2023
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 | $101,260 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $82,316 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,365 | $108,549-32.4% | $156,263-53.1% | $85,563-14.3% |
| Participation rate | 94.5% | 77.1%+17.4pp | 78.9%+15.6pp | 66.0%+28.6pp |
| Annual return | 17.12% | 21.79%-4.7pp | 59.47%-42.4pp | 31.51%-14.4pp |
| Employer contribution / active EE | $1,519 | $2,690-43.5% | $4,333-65.0% | $2,654-42.8% |
| Participant deferral / active EE | $5,213 | $4,800+8.6% | $6,158-15.4% | $4,375+19.1% |
| Admin fee / account holder | $148 | $650-77.3% | $14,255-99.0% | $834-82.3% |