Filed December 27, 2018
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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $64,885 |
WISS & COMPANY, LLP1+ years Service code 10 · EIN 22-1732349 | Accounting | $14,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,246 | $72,770-41.9% | $67,652-37.6% | $55,191-23.5% |
| Participation rate | 91.9% | 78.8%+13.1pp | 75.7%+16.2pp | 69.2%+22.7pp |
| Annual return | -5.00% | -3.26%-1.7pp | 6625.04%-6630.0pp | 10.78%-15.8pp |
| Employer contribution / active EE | $1,965 | $1,769+11.1% | $2,266-13.3% | $1,899+3.5% |
| Participant deferral / active EE | $4,990 | $3,408+46.4% | $3,560+40.2% | $3,046+63.8% |
| Admin fee / account holder | $107 | $79+35.8% | $4,821-97.8% | $91+17.9% |