Filed August 13, 2019 (most recent of 3 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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $60,001 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,768 | $80,005-21.5% | $140,016-55.2% | $55,725+12.6% |
| Participation rate | 98.5% | 87.0%+11.5pp | 87.5%+11.0pp | 70.9%+27.6pp |
| Annual return | -2.71% | 0.46%-3.2pp | 651.12%-653.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $1,842 | $3,403-45.9% | $5,606-67.1% | $2,078-11.4% |
| Participant deferral / active EE | $5,021 | $5,264-4.6% | $6,927-27.5% | $3,356+49.6% |
| Admin fee / account holder | $94 | $116-18.5% | $10,705-99.1% | $115-18.1% |