Filed June 3, 2022
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 9-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 64 · EIN 04-2647786 | Recordkeeping Fees | $11,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,549 | $37,117-50.0% | $147,614-87.4% | $55,191-66.4% |
| Participation rate | 70.0% | 63.6%+6.4pp | 84.6%-14.6pp | 69.2%+0.8pp |
| Annual return | 1.13% | 3.44%-2.3pp | 61.98%-60.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $1,589 | $1,620-1.9% | $5,564-71.4% | $1,899-16.3% |
| Participant deferral / active EE | $2,946 | $1,985+48.4% | $4,895-39.8% | $3,046-3.3% |
| Admin fee / account holder | $17 | $86-80.7% | $11,611-99.9% | $91-81.8% |