Filed January 8, 2024
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 | $5,587 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,106 | $110,094-63.6% | $151,611-73.5% | $68,494-41.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.10% | -10.12%-7.0pp | 3.33%-20.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,960 | $4,471-56.2% | $6,166-68.2% | $2,596-24.5% |
| Participant deferral / active EE | $4,006 | $6,527-38.6% | $8,363-52.1% | $4,027-0.5% |
| Admin fee / account holder | $12 | $7,719-99.8% | $11,616-99.9% | $5,403-99.8% |