Filed December 13, 2024 (most recent of 8 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $99,750 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,903 | $129,021-11.7% | $184,203-38.2% | $77,643+46.7% |
| Participation rate | 95.1% | 87.3%+7.8pp | 86.8%+8.3pp | 70.6%+24.6pp |
| Annual return | 15.94% | 33.27%-17.3pp | 28.81%-12.9pp | 31.24%-15.3pp |
| Employer contribution / active EE | $6,563 | $4,413+48.7% | $6,427+2.1% | $2,726+140.8% |
| Participant deferral / active EE | $5,651 | $7,297-22.6% | $9,131-38.1% | $4,647+21.6% |
| Admin fee / account holder | $144 | $254-43.2% | $13,901-99.0% | $430-66.5% |