Filed May 4, 2021 (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 37 · EIN 04-2647786 | Loan Processing | $23,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,630 | $129,021-15.8% | $184,203-41.0% | $77,643+39.9% |
| Participation rate | 98.6% | 87.3%+11.2pp | 86.8%+11.8pp | 70.6%+28.0pp |
| Annual return | 17.51% | 33.27%-15.8pp | 28.81%-11.3pp | 31.24%-13.7pp |
| Employer contribution / active EE | $6,347 | $4,413+43.8% | $6,427-1.2% | $2,726+132.9% |
| Participant deferral / active EE | $6,782 | $7,297-7.1% | $9,131-25.7% | $4,647+45.9% |
| Admin fee / account holder | $29 | $254-88.4% | $13,901-99.8% | $430-93.2% |