Filed January 26, 2022
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 16 · EIN 45-5291215 | Consulting | $20,000 |
SOMERSET CPAS1+ years Service code 10 · EIN 20-1717681 | Accounting | $12,500 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $8,689 |
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 | $94,570 | $70,002+35.1% | $115,037-17.8% | $52,331+80.7% |
| Participation rate | 94.2% | 72.1%+22.1pp | 81.4%+12.9pp | 68.1%+26.1pp |
| Annual return | -0.01% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,112 | $2,715-22.2% | $4,608-54.2% | $1,882+12.2% |
| Participant deferral / active EE | $6,561 | $4,920+33.4% | $6,026+8.9% | $3,022+117.1% |
| Admin fee / account holder | $209 | $566-63.1% | $8,175-97.4% | $592-64.7% |