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 | $96,390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,082 | $118,337+11.6% | $189,513-30.3% | $93,030+42.0% |
| Participation rate | 90.6% | 89.1%+1.5pp | 87.8%+2.8pp | 73.9%+16.7pp |
| Annual return | 16.13% | 21.77%-5.6pp | 555.15%-539.0pp | 158.70%-142.6pp |
| Employer contribution / active EE | $2,769 | $4,204-34.1% | $6,162-55.1% | $2,706+2.3% |
| Participant deferral / active EE | $4,926 | $7,123-30.8% | $8,221-40.1% | $4,562+8.0% |
| Admin fee / account holder | $28 | $100-71.5% | $12,045-99.8% | $152-81.3% |