Filed April 3, 2024 (most recent of 2 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 01-0233346 | Recordkeeping | $2,363 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,229 | $93,182+2.2% | $146,665-35.1% | $79,386+20.0% |
| Participation rate | 91.1% | 76.4%+14.7pp | 80.1%+11.0pp | 70.7%+20.4pp |
| Annual return | 16.67% | 21.61%-4.9pp | 22.74%-6.1pp | 116.85%-100.2pp |
| Employer contribution / active EE | $1,656 | $2,420-31.6% | $4,136-60.0% | $2,427-31.8% |
| Participant deferral / active EE | $5,112 | $4,169+22.6% | $5,506-7.2% | $4,046+26.3% |
| Admin fee / account holder | $425 | $585-27.4% | $10,280-95.9% | $626-32.2% |