Filed December 16, 2021
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 | $631 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,626 | $47,848+60.1% | $81,478-6.0% | $70,131+9.3% |
| Participation rate | 76.9% | 58.3%+18.6pp | 68.0%+9.0pp | 69.5%+7.4pp |
| Annual return | 19.00% | 27.25%-8.2pp | 38.78%-19.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $3,286 | $1,527+115.2% | $2,568+28.0% | $2,342+40.3% |
| Participant deferral / active EE | $6,825 | $2,453+178.2% | $3,537+93.0% | $3,332+104.8% |
| Admin fee / account holder | $482 | $3,145-84.7% | $4,561-89.4% | $4,645-89.6% |