Filed December 7, 2022
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 25 · EIN 04-2647786 | Directed Trustee | $213,711 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,578 | $122,854+7.9% | $184,200-28.0% | $199,768-33.6% |
| Participation rate | 99.0% | 87.0%+12.0pp | 86.8%+12.2pp | 72.0%+27.0pp |
| Annual return | 15.68% | 143.99%-128.3pp | 28.80%-13.1pp | 34.26%-18.6pp |
| Employer contribution / active EE | $7,658 | $4,588+66.9% | $6,424+19.2% | $3,037+152.2% |
| Participant deferral / active EE | $8,087 | $7,995+1.2% | $9,132-11.4% | $5,090+58.9% |
| Admin fee / account holder | $55 | $120-54.4% | $13,907-99.6% | $269-79.6% |