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 | $103,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,013 | $86,897-7.9% | $151,611-47.2% | $64,808+23.5% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.5%+11.1pp | 71.5%+27.1pp |
| Annual return | -15.53% | -3.57%-12.0pp | 3.33%-18.9pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,441 | $4,010-39.1% | $6,166-60.4% | $2,506-2.6% |
| Participant deferral / active EE | $6,192 | $6,690-7.4% | $8,363-26.0% | $4,310+43.7% |
| Admin fee / account holder | $156 | $153+2.0% | $11,616-98.7% | $188-17.0% |