Filed December 29, 2015
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,629 | $98,727+95.1% | $113,168+70.2% | $85,563+125.1% |
| Participation rate | 98.9% | 80.8%+18.1pp | 76.6%+22.3pp | 66.0%+32.9pp |
| Annual return | 17.08% | 17.43%-0.3pp | 24.27%-7.2pp | 31.51%-14.4pp |
| Employer contribution / active EE | $6,197 | $2,907+113.2% | $2,975+108.3% | $2,654+133.5% |
| Participant deferral / active EE | $19,134 | $5,424+252.7% | $5,107+274.7% | $4,375+337.3% |
| Admin fee / account holder | $70 | $357-80.5% | $12,068-99.4% | $834-91.7% |