Filed September 22, 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 15 · EIN 01-0233346 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $43,737 |
THE SIEKMANN COMPANY3 years Service code 15 · EIN 31-0995736 9000 MEMORIAL DRIVE · PLAIN CITY, OH 43064 | Recordkeeping | $38,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,926 | $89,436-45.3% | $164,813-70.3% | $77,643-37.0% |
| Participation rate | 95.1% | 78.6%+16.5pp | 78.6%+16.5pp | 70.6%+24.5pp |
| Annual return | 13.94% | 28.83%-14.9pp | 69.93%-56.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,033 | $2,569-20.9% | $4,341-53.2% | $2,726-25.4% |
| Participant deferral / active EE | $4,112 | $4,897-16.0% | $6,031-31.8% | $4,647-11.5% |
| Admin fee / account holder | $248 | $339-27.1% | $12,690-98.0% | $430-42.5% |