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 | $11,179 |
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 | $23,088 | $58,264-60.4% | $86,612-73.3% | $71,457-67.7% |
| Participation rate | 87.3% | 65.0%+22.3pp | 71.7%+15.6pp | 67.9%+19.4pp |
| Annual return | 17.27% | 21.63%-4.4pp | 591.07%-573.8pp | 28.85%-11.6pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,539 | $3,436-26.1% | $4,438-42.8% | $4,289-40.8% |
| Admin fee / account holder | $33 | $1,057-96.9% | $5,614-99.4% | $1,587-97.9% |