Filed June 29, 2016
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 | $70,443 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,986 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,319 | $59,623+49.8% | $95,585-6.6% | $85,563+4.4% |
| Participation rate | 88.4% | 57.2%+31.2pp | 72.1%+16.4pp | 66.0%+22.5pp |
| Annual return | 16.46% | 18.22%-1.8pp | 38.56%-22.1pp | 31.51%-15.1pp |
| Employer contribution / active EE | $2,317 | $1,669+38.8% | $2,527-8.3% | $2,654-12.7% |
| Participant deferral / active EE | $7,216 | $3,357+114.9% | $4,023+79.4% | $4,375+64.9% |
| Admin fee / account holder | $146 | $650-77.6% | $6,127-97.6% | $834-82.5% |