Filed March 10, 2021 (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 6-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 13-2656306 | Recordkeeping | $24,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $50,774 | $46,732+8.6% | $156,549-67.6% | $55,167-8.0% |
| Participation rate | 22.2% | 65.8%-43.6pp | 84.0%-61.9pp | 69.0%-46.8pp |
| Annual return | 8.73% | 17.72%-9.0pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,073 | $2,204-6.0% | $4,871-57.4% | $3,054-32.1% |
| Admin fee / account holder | $198 | $418-52.7% | $13,027-98.5% | $504-60.7% |