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 |
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 | $13,218 | $50,127-73.6% | $149,673-91.2% | $80,160-83.5% |
| Participation rate | 76.8% | 64.3%+12.5pp | 78.8%-2.0pp | 72.9%+3.9pp |
| Annual return | 16.58% | 29.82%-13.2pp | 134.42%-117.8pp | 40.38%-23.8pp |
| Employer contribution / active EE | $940 | $1,865-49.6% | $4,818-80.5% | $2,978-68.4% |
| Participant deferral / active EE | $870 | $3,194-72.8% | $5,680-84.7% | $5,017-82.7% |
| Admin fee / account holder | $85 | $153-44.0% | $13,210-99.4% | $145-41.0% |