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 | $86,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,350 | $95,776+15.2% | $162,163-32.0% | $77,787+41.9% |
| Participation rate | 89.8% | 88.6%+1.2pp | 87.6%+2.3pp | 73.2%+16.6pp |
| Annual return | 22.14% | 37.03%-14.9pp | 115.59%-93.5pp | 32.57%-10.4pp |
| Employer contribution / active EE | $2,448 | $3,874-36.8% | $5,614-56.4% | $2,504-2.3% |
| Participant deferral / active EE | $4,129 | $6,125-32.6% | $7,298-43.4% | $3,967+4.1% |
| Admin fee / account holder | $27 | $88-68.7% | $10,843-99.7% | $100-72.6% |