Filed April 15, 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 04-1590850 | Recordkeeping Fees | $30,731 |
RIVERSIDE RESEARCH INSTITUTE1+ years Service code 10 · EIN 13-2593244 | Accounting | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $309,888 | $88,324+250.9% | $115,037+169.4% | $55,191+461.5% |
| Participation rate | 25.2% | 72.5%-47.3pp | 81.4%-56.1pp | 69.2%-43.9pp |
| Annual return | 2.94% | 6.30%-3.4pp | 26.14%-23.2pp | 10.78%-7.8pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,980 | $5,042+38.4% | $6,026+15.8% | $3,046+129.1% |
| Admin fee / account holder | $174 | $105+64.9% | $8,175-97.9% | $91+91.4% |