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 | $809 |
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 | $81,281 | $64,909+25.2% | $82,313-1.3% | $62,292+30.5% |
| Participation rate | 89.0% | 74.9%+14.2pp | 76.9%+12.1pp | 69.5%+19.5pp |
| Annual return | 17.89% | 21.18%-3.3pp | 25.88%-8.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,738 | $1,676+3.7% | $2,428-28.4% | $2,042-14.9% |
| Participant deferral / active EE | $3,454 | $3,103+11.3% | $3,706-6.8% | $3,169+9.0% |
| Admin fee / account holder | $3 | $440-99.2% | $5,608-99.9% | $479-99.3% |