Filed March 18, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
HARBOUR INVESTMENTS INC11+ years Service code 55 · EIN 39-1571149 | Other Commissions | $24,354 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,371 |
Employer 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 | $108,031 | $96,484+12.0% | $156,263-30.9% | $74,304+45.4% |
| Participation rate | 81.0% | 67.7%+13.3pp | 78.9%+2.1pp | 60.3%+20.7pp |
| Annual return | 18.43% | 17.73%+0.7pp | 59.47%-41.0pp | 29.43%-11.0pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,678 | $4,286+55.8% | $6,158+8.4% | $3,767+77.3% |
| Admin fee / account holder | $12 | $3,728-99.7% | $14,255-99.9% | $2,969-99.6% |