Filed November 11, 2020
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 26 · EIN 71-0294708 | Advisory (Participants) | $13,792 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,440 | $52,670-82.1% | $90,404-89.6% | $73,409-87.1% |
| Participation rate | 89.7% | 67.7%+22.0pp | 72.7%+17.0pp | 72.2%+17.5pp |
| Annual return | 12.12% | 20.70%-8.6pp | 1293.02%-1280.9pp | 59.29%-47.2pp |
| Employer contribution / active EE | $51 | $1,872-97.3% | $3,262-98.4% | $2,234-97.7% |
| Participant deferral / active EE | $1,221 | $2,807-56.5% | $3,963-69.2% | $3,805-67.9% |
| Admin fee / account holder | $9 | $117-91.9% | $5,611-99.8% | $158-94.0% |