Filed April 12, 2021
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 01-0233346 | Recordkeeping | $33,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,468 | $130,194-10.5% | $169,993-31.5% | $71,457+63.0% |
| Participation rate | 93.8% | 86.1%+7.7pp | 87.0%+6.8pp | 67.9%+25.9pp |
| Annual return | 18.92% | 20.37%-1.4pp | 53.37%-34.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $2,421 | $4,381-44.7% | $6,785-64.3% | $2,588-6.4% |
| Participant deferral / active EE | $13,338 | $6,923+92.7% | $10,408+28.2% | $4,289+211.0% |
| Admin fee / account holder | $215 | $966-77.7% | $12,815-98.3% | $1,587-86.5% |