Filed March 17, 2021 (most recent of 3 filings on file)
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 35-0145825 | Recordkeeping | $33,131 |
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 | $130,886 | $136,307-4.0% | $177,821-26.4% | $73,488+78.1% |
| Participation rate | 88.5% | 86.1%+2.4pp | 87.7%+0.7pp | 70.7%+17.8pp |
| Annual return | 13.26% | 18.68%-5.4pp | 48.32%-35.1pp | 28.51%-15.2pp |
| Employer contribution / active EE | $5,695 | $3,712+53.4% | $5,918-3.8% | $2,270+150.9% |
| Participant deferral / active EE | $3,806 | $5,829-34.7% | $7,714-50.7% | $3,740+1.8% |
| Admin fee / account holder | $5 | $596-99.1% | $12,427-100.0% | $513-99.0% |