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 | $82,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,701 | $82,546+13.5% | $140,016-33.1% | $75,289+24.5% |
| Participation rate | 90.4% | 88.4%+2.0pp | 87.5%+2.9pp | 72.4%+17.9pp |
| Annual return | 15.82% | -0.36%+16.2pp | 651.12%-635.3pp | -0.04%+15.9pp |
| Employer contribution / active EE | $2,292 | $3,856-40.6% | $5,606-59.1% | $2,405-4.7% |
| Participant deferral / active EE | $3,937 | $5,731-31.3% | $6,927-43.2% | $3,739+5.3% |
| Admin fee / account holder | $26 | $86-69.3% | $10,705-99.8% | $102-74.3% |