Filed February 14, 2017
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 | $22,955 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,472 | $75,183-46.2% | $123,892-67.3% | $55,167-26.6% |
| Participation rate | 97.2% | 72.8%+24.3pp | 81.4%+15.8pp | 69.0%+28.2pp |
| Annual return | 9.80% | 19.01%-9.2pp | 47.52%-37.7pp | 169.23%-159.4pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $9,154 | $5,084+80.0% | $5,984+53.0% | $3,054+199.7% |
| Admin fee / account holder | $2 | $663-99.7% | $8,357-100.0% | $504-99.6% |