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 | $122,693+8.1% | $184,203-28.0% | $199,593-33.6% |
| Participation rate | 99.0% | 86.8%+12.2pp | 86.8%+12.2pp | 72.0%+27.0pp |
| Annual return | 15.68% | 143.91%-128.2pp | 28.81%-13.1pp | 34.25%-18.6pp |
| Employer contribution / active EE | $7,658 | $4,584+67.0% | $6,427+19.1% | $3,034+152.4% |
| Participant deferral / active EE | $8,087 | $7,990+1.2% | $9,131-11.4% | $5,087+59.0% |
| Admin fee / account holder | $55 | $121-54.5% | $13,901-99.6% | $269-79.6% |