Filed September 14, 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 12 · EIN 48-1205033 | Sub-transfer agency fees; Recordkeepi... | $3,386 |
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 | $20,327 | $55,453-63.3% | $170,442-88.1% | $62,292-67.4% |
| Participation rate | 84.5% | 66.4%+18.1pp | 83.6%+0.9pp | 69.5%+15.0pp |
| Annual return | 15.71% | 21.38%-5.7pp | 205.93%-190.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,822 | $2,164+30.4% | $5,433-48.1% | $2,042+38.2% |
| Participant deferral / active EE | $2,525 | $2,303+9.7% | $4,939-48.9% | $3,169-20.3% |
| Admin fee / account holder | $8 | $455-98.3% | $13,880-99.9% | $479-98.4% |