Filed May 22, 2023
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 | -$12,878 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,630 | $79,171+133.2% | $102,423+80.3% | $74,495+147.8% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.7pp | 67.2%+30.0pp |
| Annual return | 15.49% | 54.93%-39.4pp | 29.32%-13.8pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $5,011 | $2,362+112.1% | $3,023+65.7% | $2,623+91.0% |
| Participant deferral / active EE | $9,554 | $4,415+116.4% | $5,053+89.1% | $4,346+119.8% |
| Admin fee / account holder | -$50 | $2,001-102.5% | $9,451-100.5% | $1,942-102.6% |