Filed June 18, 2018 (most recent of 6 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 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 15 · EIN 16-1503696 | Recordkeeping | $87,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,937 | $80,354+18.1% | $133,980-29.1% | $63,975+48.4% |
| Participation rate | 87.5% | 87.5%0pp | 87.1%+0.5pp | 71.1%+16.4pp |
| Annual return | 57.77% | 13.11%+44.7pp | 29.30%+28.5pp | 48.65%+9.1pp |
| Employer contribution / active EE | $2,069 | $3,503-40.9% | $5,211-60.3% | $2,182-5.2% |
| Participant deferral / active EE | $3,573 | $5,239-31.8% | $6,282-43.1% | $3,356+6.4% |
| Admin fee / account holder | $34 | $69-50.5% | $9,324-99.6% | $70-51.3% |