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 | $113,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,721 | $100,227-3.5% | $169,993-43.1% | $74,419+30.0% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.0%+12.0pp | 70.7%+28.3pp |
| Annual return | 22.71% | 66.08%-43.4pp | 53.37%-30.7pp | 34.38%-11.7pp |
| Employer contribution / active EE | $2,545 | $4,263-40.3% | $6,785-62.5% | $2,637-3.5% |
| Participant deferral / active EE | $6,538 | $7,143-8.5% | $10,408-37.2% | $4,528+44.4% |
| Admin fee / account holder | $164 | $234-30.0% | $12,815-98.7% | $348-52.9% |