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 26 · EIN 04-2647786 | Advisory (Participants) | $51,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,800 | $86,897-28.9% | $151,611-59.2% | $64,808-4.6% |
| Participation rate | 97.2% | 87.3%+9.9pp | 87.5%+9.7pp | 71.5%+25.7pp |
| Annual return | -16.85% | -3.57%-13.3pp | 3.33%-20.2pp | 32.82%-49.7pp |
| Employer contribution / active EE | $3,045 | $4,010-24.1% | $6,166-50.6% | $2,506+21.5% |
| Participant deferral / active EE | $5,355 | $6,690-19.9% | $8,363-36.0% | $4,310+24.2% |
| Admin fee / account holder | $119 | $153-22.3% | $11,616-99.0% | $188-36.7% |