Filed January 2, 2020 (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 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 |
|---|---|---|
Service code 27 · EIN 38-2722519 | Advisory (Plan) | $38,861 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,582 | $83,369+25.4% | $105,223-0.6% | $67,986+53.8% |
| Participation rate | 87.3% | 56.3%+31.0pp | 75.0%+12.2pp | 57.2%+30.1pp |
| Annual return | 15.71% | 24.64%-8.9pp | 180.65%-164.9pp | 31.67%-16.0pp |
| Employer contribution / active EE | $3,745 | $2,541+47.4% | $3,689+1.5% | $2,019+85.5% |
| Participant deferral / active EE | $7,286 | $3,295+121.1% | $5,072+43.7% | $3,358+117.0% |
| Admin fee / account holder | $203 | $4,073-95.0% | $8,859-97.7% | $3,203-93.7% |