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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,484 |
Service code 27 · EIN 87-4130828 | Advisory (Plan) | $15,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,839 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,246 | $55,371+93.7% | $95,585+12.2% | $74,304+44.3% |
| Participation rate | 97.9% | 53.8%+44.1pp | 72.1%+25.9pp | 60.3%+37.6pp |
| Annual return | 15.33% | 24.26%-8.9pp | 38.56%-23.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,544 | $1,437+7.5% | $2,527-38.9% | $2,241-31.1% |
| Participant deferral / active EE | $7,834 | $2,955+165.1% | $4,023+94.7% | $3,767+107.9% |
| Admin fee / account holder | $260 | $2,620-90.1% | $6,127-95.8% | $2,969-91.2% |