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 | $11,631 | $58,879-80.2% | $178,490-93.5% | $73,488-84.2% |
| Participation rate | 99.6% | 66.2%+33.4pp | 81.9%+17.7pp | 70.7%+28.9pp |
| Annual return | 11.64% | 24.86%-13.2pp | 151.07%-139.4pp | 28.51%-16.9pp |
| Employer contribution / active EE | $2,292 | $2,236+2.5% | $5,011-54.3% | $2,270+1.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $40 | $400-90.0% | $13,984-99.7% | $513-92.2% |