Filed June 10, 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 |
|---|---|---|
ARISTA WEALTH MANAGEMENT5 years Filed as: ARISTA WEALTH MANAGEMENT LLC Service code 27 · EIN 20-5148461 | Advisory (Plan) | $40,057 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,489 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,289 | $122,239-35.1% | $184,203-57.0% | $74,495+6.4% |
| Participation rate | 96.2% | 85.5%+10.7pp | 86.8%+9.3pp | 67.2%+29.0pp |
| Annual return | 12.69% | 19.95%-7.3pp | 28.81%-16.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $4,347 | $4,537-4.2% | $6,427-32.4% | $2,623+65.7% |
| Participant deferral / active EE | $5,344 | $7,139-25.1% | $9,131-41.5% | $4,346+23.0% |
| Admin fee / account holder | $276 | $1,260-78.1% | $13,901-98.0% | $1,942-85.8% |