Filed August 2, 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 | -$2,989 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,226 | $101,317+69.0% | $146,958+16.5% | $74,495+129.8% |
| Participation rate | 93.9% | 75.5%+18.4pp | 82.2%+11.8pp | 67.2%+26.7pp |
| Annual return | 21.00% | 8730.91%-8709.9pp | 418.34%-397.3pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $1,745 | $3,810-54.2% | $4,933-64.6% | $2,623-33.5% |
| Participant deferral / active EE | $7,834 | $7,303+7.3% | $8,070-2.9% | $4,346+80.3% |
| Admin fee / account holder | $160 | $1,739-90.8% | $12,998-98.8% | $1,942-91.8% |