Filed May 29, 2023 (most recent of 2 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $18,745 |
Service code 49 · EIN 52-2114207 | Other Services | $7,197 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,472 | $37,196-74.5% | $154,107-93.9% | $55,725-83.0% |
| Participation rate | 95.7% | 64.1%+31.6pp | 83.0%+12.7pp | 70.9%+24.9pp |
| Annual return | -6.06% | 1319.68%-1325.7pp | 735.12%-741.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $753 | $1,614-53.4% | $5,298-85.8% | $2,078-63.8% |
| Participant deferral / active EE | $2,083 | $2,068+0.7% | $5,081-59.0% | $3,356-37.9% |
| Admin fee / account holder | $57 | $102-43.9% | $13,411-99.6% | $115-50.5% |