Filed May 21, 2018
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 | $38,542 |
Service code 27 · EIN 92-2678185 | Advisory (Plan) | $31,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,773 | $87,870+6.7% | $113,168-17.1% | $74,304+26.2% |
| Participation rate | 92.6% | 70.7%+21.8pp | 76.6%+16.0pp | 60.3%+32.2pp |
| Annual return | 13.20% | 26.44%-13.2pp | 24.27%-11.1pp | 29.43%-16.2pp |
| Employer contribution / active EE | $5,523 | $2,277+142.5% | $2,975+85.6% | $2,241+146.4% |
| Participant deferral / active EE | $10,600 | $4,241+150.0% | $5,107+107.6% | $3,767+181.4% |
| Admin fee / account holder | $278 | $3,368-91.7% | $12,068-97.7% | $2,969-90.6% |