Filed December 17, 2018
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 | $114,004 |
Service code 27 · EIN 92-0779813 | Advisory (Plan) | $68,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,958 | $57,610-20.2% | $154,803-70.3% | $102,872-55.3% |
| Participation rate | 92.5% | 59.5%+33.1pp | 78.1%+14.5pp | 73.0%+19.5pp |
| Annual return | 19.03% | 30.49%-11.5pp | 58.88%-39.9pp | 19.06%0pp |
| Employer contribution / active EE | $2,022 | $1,883+7.4% | $4,305-53.0% | $3,526-42.7% |
| Participant deferral / active EE | $4,408 | $2,914+51.3% | $5,540-20.4% | $5,535-20.4% |
| Admin fee / account holder | $65 | $368-82.4% | $14,329-99.5% | $292-77.9% |