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 | $62,311 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,081 | $111,608-22.0% | $177,821-51.0% | $73,409+18.6% |
| Participation rate | 99.4% | 87.9%+11.5pp | 87.7%+11.7pp | 72.2%+27.2pp |
| Annual return | 18.65% | 18.23%+0.4pp | 48.32%-29.7pp | 59.29%-40.6pp |
| Employer contribution / active EE | $2,296 | $3,796-39.5% | $5,918-61.2% | $2,234+2.8% |
| Participant deferral / active EE | $5,731 | $6,199-7.5% | $7,714-25.7% | $3,805+50.6% |
| Admin fee / account holder | $101 | $166-38.8% | $12,427-99.2% | $158-35.8% |