Filed May 24, 2021
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 64 · EIN 71-0294708 | Recordkeeping Fees | $975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,831 | $63,745+274.7% | $98,442+142.6% | $79,386+200.8% |
| Participation rate | 99.0% | 69.9%+29.1pp | 73.3%+25.7pp | 70.7%+28.3pp |
| Annual return | 14.00% | 625.80%-611.8pp | 1492.73%-1478.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $22,154 | $2,557+766.4% | $2,960+648.5% | $2,427+812.6% |
| Participant deferral / active EE | $8,740 | $3,303+164.6% | $4,276+104.4% | $4,046+116.0% |
| Admin fee / account holder | $2 | $516-99.5% | $5,949-100.0% | $626-99.6% |