Filed October 1, 2019
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 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,085 | $52,953-77.2% | $172,739-93.0% | $65,185-81.5% |
| Participation rate | 97.9% | 66.2%+31.7pp | 82.6%+15.2pp | 70.2%+27.7pp |
| Annual return | 16.22% | 30.12%-13.9pp | 802.84%-786.6pp | 29.38%-13.2pp |
| Employer contribution / active EE | $2,242 | $2,190+2.4% | $5,143-56.4% | $2,177+3.0% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $47 | $472-90.0% | $13,954-99.7% | $847-94.4% |