Filed January 29, 2019
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 · EIN 71-0294708 | Recordkeeping Fees | $52,164 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,986 | $132,049-3.8% | $200,582-36.7% | $74,304+70.9% |
| Participation rate | 95.0% | 84.1%+11.0pp | 86.9%+8.1pp | 60.3%+34.7pp |
| Annual return | 13.77% | 22.22%-8.4pp | 42.33%-28.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $3,005 | $4,558-34.1% | $6,419-53.2% | $2,241+34.1% |
| Participant deferral / active EE | $8,582 | $7,213+19.0% | $9,331-8.0% | $3,767+127.8% |
| Admin fee / account holder | $291 | $2,405-87.9% | $16,305-98.2% | $2,969-90.2% |