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 | $103,024+87.0% | $112,040+71.9% | $79,634+141.9% |
| Participation rate | 98.9% | 80.6%+18.3pp | 76.5%+22.4pp | 62.5%+36.4pp |
| Annual return | 17.08% | 17.60%-0.5pp | 24.52%-7.4pp | 36.46%-19.4pp |
| Employer contribution / active EE | $6,197 | $3,015+105.5% | $2,954+109.8% | $2,529+145.0% |
| Participant deferral / active EE | $19,134 | $5,233+265.7% | $5,098+275.3% | $3,835+399.0% |
| Admin fee / account holder | $70 | $465-85.0% | $12,098-99.4% | $1,002-93.1% |