Filed March 17, 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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $7,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $20,924 | $52,293-60.0% | $178,490-88.3% | $73,409-71.5% |
| Participation rate | 67.2% | 65.3%+1.9pp | 81.9%-14.7pp | 72.2%-4.9pp |
| Annual return | 9.24% | 34.75%-25.5pp | 151.07%-141.8pp | 59.29%-50.0pp |
| Employer contribution / active EE | $2,657 | $1,735+53.1% | $5,011-47.0% | $2,234+19.0% |
| Participant deferral / active EE | $1,717 | $2,332-26.4% | $5,202-67.0% | $3,805-54.9% |
| Admin fee / account holder | $21 | $127-83.6% | $13,984-99.9% | $158-86.8% |