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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $59,884 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,356 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,230 | $92,055-70.4% | $106,213-74.4% | $77,643-64.9% |
| Participation rate | 92.9% | 81.0%+11.9pp | 75.3%+17.6pp | 70.6%+22.3pp |
| Annual return | 10.74% | 17.91%-7.2pp | 116.14%-105.4pp | 31.24%-20.5pp |
| Employer contribution / active EE | $1,371 | $3,367-59.3% | $3,171-56.8% | $2,726-49.7% |
| Participant deferral / active EE | $3,382 | $5,386-37.2% | $5,016-32.6% | $4,647-27.2% |
| Admin fee / account holder | $67 | $219-69.6% | $11,033-99.4% | $430-84.5% |