Filed February 18, 2022 (most recent of 3 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 4-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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $37,012 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,819 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,578 | $100,227-29.6% | $169,993-58.5% | $74,419-5.2% |
| Participation rate | 98.0% | 87.3%+10.7pp | 87.0%+11.0pp | 70.7%+27.3pp |
| Annual return | 16.94% | 66.08%-49.1pp | 53.37%-36.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $4,183 | $4,263-1.9% | $6,785-38.4% | $2,637+58.6% |
| Participant deferral / active EE | $6,156 | $7,143-13.8% | $10,408-40.9% | $4,528+36.0% |
| Admin fee / account holder | $115 | $234-50.8% | $12,815-99.1% | $348-66.8% |