Filed October 11, 2018
Total covered: 3 employees
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 | $975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,837 | $82,917-52.0% | $103,333-61.4% | $77,643-48.7% |
| Participation rate | 96.8% | 71.6%+25.3pp | 74.5%+22.3pp | 70.6%+26.2pp |
| Annual return | 14.64% | 19.13%-4.5pp | 24.88%-10.2pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,438 | $3,552-59.5% | $3,868-62.8% | $2,726-47.2% |
| Participant deferral / active EE | $4,449 | $4,108+8.3% | $5,057-12.0% | $4,647-4.3% |
| Admin fee / account holder | $2 | $638-99.7% | $8,355-100.0% | $430-99.6% |