Filed December 13, 2018
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 | $425 |
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 | $73,083 | $60,165+21.5% | $74,183-1.5% | $55,167+32.5% |
| Participation rate | 96.9% | 74.2%+22.8pp | 76.6%+20.3pp | 69.0%+27.9pp |
| Annual return | 6.58% | 10.00%-3.4pp | 17.74%-11.2pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,769 | $1,600+10.6% | $2,370-25.3% | $1,963-9.8% |
| Participant deferral / active EE | $3,309 | $2,973+11.3% | $3,550-6.8% | $3,054+8.3% |
| Admin fee / account holder | $3 | $419-99.2% | $5,586-99.9% | $504-99.4% |