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 | $11,150 |
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 | $21,437 | $51,197-58.1% | $82,719-74.1% | $66,914-68.0% |
| Participation rate | 81.5% | 67.8%+13.7pp | 72.6%+9.0pp | 69.8%+11.7pp |
| Annual return | -17.37% | -9.64%-7.7pp | 701.18%-718.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,357 | $3,458-31.8% | $4,395-46.4% | $4,237-44.4% |
| Admin fee / account holder | $36 | $416-91.4% | $5,329-99.3% | $593-94.0% |