Filed June 9, 2021
Total covered: 6 employees
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 35-0145825 | Recordkeeping | $8,696 |
Employer contribution per participant 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 | $21,608 | $66,124-67.3% | $90,404-76.1% | $73,488-70.6% |
| Participation rate | 80.0% | 69.7%+10.3pp | 72.7%+7.3pp | 70.7%+9.3pp |
| Annual return | 15.94% | 17.65%-1.7pp | 1293.02%-1277.1pp | 28.51%-12.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,939 | $3,039-36.2% | $3,963-51.1% | $3,740-48.1% |
| Admin fee / account holder | $31 | $396-92.2% | $5,611-99.4% | $513-94.0% |