Filed March 5, 2019
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 | $44,835 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,725 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,929 | $104,919-71.5% | $116,228-74.2% | $85,563-65.0% |
| Participation rate | 93.6% | 78.6%+15.0pp | 74.6%+19.1pp | 66.0%+27.7pp |
| Annual return | 14.32% | 15.38%-1.1pp | 90.06%-75.7pp | 31.51%-17.2pp |
| Employer contribution / active EE | $1,939 | $3,485-44.4% | $2,994-35.2% | $2,654-26.9% |
| Participant deferral / active EE | $3,284 | $5,306-38.1% | $4,953-33.7% | $4,375-24.9% |
| Admin fee / account holder | $52 | $429-87.9% | $11,989-99.6% | $834-93.8% |