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 | $87,942 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,381 | $110,699+9.6% | $177,821-31.7% | $90,288+34.4% |
| Participation rate | 91.0% | 88.3%+2.7pp | 87.7%+3.3pp | 73.4%+17.7pp |
| Annual return | 16.61% | 22.79%-6.2pp | 48.32%-31.7pp | 53.97%-37.4pp |
| Employer contribution / active EE | $2,596 | $4,118-37.0% | $5,918-56.1% | $2,524+2.8% |
| Participant deferral / active EE | $4,580 | $6,731-32.0% | $7,714-40.6% | $4,232+8.2% |
| Admin fee / account holder | $27 | $90-70.5% | $12,427-99.8% | $114-76.7% |