Filed December 27, 2018 (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 60 · EIN 04-2647786 | Sub-TA Fees | $4,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,679 | $111,491-30.3% | $189,513-59.0% | $86,799-10.5% |
| Participation rate | 98.0% | 87.3%+10.7pp | 87.8%+10.2pp | 72.3%+25.7pp |
| Annual return | 14.18% | 83.50%-69.3pp | 555.15%-541.0pp | 97.91%-83.7pp |
| Employer contribution / active EE | $2,906 | $3,951-26.5% | $6,162-52.8% | $2,405+20.8% |
| Participant deferral / active EE | $5,252 | $6,437-18.4% | $8,221-36.1% | $4,131+27.1% |
| Admin fee / account holder | $120 | $189-36.5% | $12,045-99.0% | $170-29.3% |