Filed January 10, 2025 (most recent of 5 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150,075 |
FRANCIS LLC7 years Filed as: FRANCIS Service code 27 · EIN 90-0142264 | Advisory (Plan) | $148,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,636 | $53,136+208.0% | $155,509+5.2% | $199,593-18.0% |
| Participation rate | 96.0% | 64.1%+31.9pp | 78.2%+17.8pp | 72.0%+24.0pp |
| Annual return | 13.21% | 41.15%-27.9pp | 64.67%-51.5pp | 34.25%-21.0pp |
| Employer contribution / active EE | $5,768 | $1,851+211.6% | $4,672+23.5% | $3,034+90.1% |
| Participant deferral / active EE | $8,029 | $3,161+154.0% | $5,626+42.7% | $5,087+57.8% |
| Admin fee / account holder | $139 | $185-24.9% | $15,912-99.1% | $269-48.2% |