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 | $35,684 |
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 | $52,534 | $155,795-66.3% | $136,294-61.5% | $69,631-24.6% |
| Participation rate | 95.3% | 75.2%+20.1pp | 81.9%+13.4pp | 70.7%+24.6pp |
| Annual return | 40.86% | 232464.33%-232423.5pp | 5155.94%-5115.1pp | 27571.02%-27530.2pp |
| Employer contribution / active EE | $3,472 | $2,991+16.1% | $4,695-26.1% | $2,032+70.8% |
| Participant deferral / active EE | $9,231 | $5,394+71.2% | $6,247+47.8% | $3,224+186.4% |
| Admin fee / account holder | $3 | $128-98.0% | $9,243-100.0% | $110-97.7% |