Filed December 21, 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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $173,262 |
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 | $61,162 | $47,456+28.9% | $172,739-64.6% | $77,787-21.4% |
| Participation rate | 96.9% | 66.3%+30.6pp | 82.6%+14.2pp | 73.2%+23.7pp |
| Annual return | 24.57% | 35.57%-11.0pp | 802.84%-778.3pp | 32.57%-8.0pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $5,622 | $2,560+119.6% | $5,198+8.2% | $3,967+41.7% |
| Admin fee / account holder | $70 | $81-13.9% | $13,954-99.5% | $100-30.4% |