Filed October 30, 2015
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 64 | Recordkeeping Fees | $30 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,798 | $58,234+138.3% | $81,783+69.7% | $80,874+71.6% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.4%+24.0pp | 67.6%+28.7pp |
| Annual return | 18.31% | 41.70%-23.4pp | 775.05%-756.7pp | 35.62%-17.3pp |
| Employer contribution / active EE | $7,339 | $2,341+213.4% | $2,913+152.0% | $2,756+166.3% |
| Participant deferral / active EE | $11,751 | $3,283+258.0% | $4,320+172.0% | $4,297+173.5% |
| Admin fee / account holder | $5 | $4,982-99.9% | $7,380-99.9% | $6,935-99.9% |