Filed May 29, 2024
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 | $375,611 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $65,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,232 | $117,739-65.0% | $167,512-75.4% | $117,739-65.0% |
| Participation rate | 49.1% | 76.6%-27.5pp | 77.1%-28.0pp | 76.6%-27.5pp |
| Annual return | 18.16% | 17.29%+0.9pp | 1615.79%-1597.6pp | 17.29%+0.9pp |
| Employer contribution / active EE | $1,048 | $3,746-72.0% | $3,882-73.0% | $3,746-72.0% |
| Participant deferral / active EE | $2,295 | $6,128-62.5% | $6,405-64.2% | $6,128-62.5% |
| Admin fee / account holder | $86 | $112-23.4% | $9,769-99.1% | $112-23.4% |