Filed June 23, 2022
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 49 · EIN 71-0294708 | Other Services | $5,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,696 | $45,000-74.0% | $143,757-91.9% | $77,904-85.0% |
| Participation rate | 77.6% | 66.8%+10.8pp | 80.3%-2.7pp | 73.7%+3.9pp |
| Annual return | -15.78% | 29.03%-44.8pp | -0.04%-15.7pp | 12.21%-28.0pp |
| Employer contribution / active EE | $936 | $1,870-49.9% | $4,951-81.1% | $2,848-67.1% |
| Participant deferral / active EE | $818 | $3,157-74.1% | $5,637-85.5% | $4,806-83.0% |
| Admin fee / account holder | $84 | $98-14.3% | $14,673-99.4% | $133-36.4% |