Filed March 5, 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,952 |
Service code 27 · EIN 87-4130828 | Advisory (Plan) | $15,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,353 | $58,926+58.4% | $97,226-4.0% | $74,495+25.3% |
| Participation rate | 94.4% | 63.5%+30.9pp | 72.7%+21.7pp | 67.2%+27.2pp |
| Annual return | 14.99% | 16.04%-1.0pp | 75.13%-60.1pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,631 | $1,894-13.9% | $2,729-40.2% | $2,623-37.8% |
| Participant deferral / active EE | $7,715 | $3,664+110.6% | $4,264+80.9% | $4,346+77.5% |
| Admin fee / account holder | $289 | $1,974-85.4% | $5,654-94.9% | $1,942-85.1% |