Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 employees
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 84-0467907 | Recordkeeping | $889 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,458 | $62,586+22.2% | $76,768-0.4% | $64,186+19.1% |
| Participation rate | 78.2% | 72.8%+5.4pp | 77.0%+1.2pp | 69.6%+8.6pp |
| Annual return | -4.48% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,276 | $1,832-30.3% | $2,485-48.6% | $2,381-46.4% |
| Participant deferral / active EE | $4,879 | $3,145+55.2% | $3,852+26.7% | $3,470+40.6% |
| Admin fee / account holder | $12 | $4,667-99.7% | $6,675-99.8% | $4,888-99.8% |