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 | $2,433 |
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 | $91,264 | $82,978+10.0% | $129,995-29.8% | $71,457+27.7% |
| Participation rate | 91.9% | 74.1%+17.8pp | 78.5%+13.4pp | 67.9%+24.0pp |
| Annual return | 20.51% | 20.60%-0.1pp | -137.18%+157.7pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,961 | $2,622-25.2% | $4,320-54.6% | $2,588-24.2% |
| Participant deferral / active EE | $6,104 | $4,432+37.7% | $5,820+4.9% | $4,289+42.3% |
| Admin fee / account holder | $349 | $1,729-79.8% | $10,614-96.7% | $1,587-78.0% |