Filed June 5, 2023
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 04-2647786 | Recordkeeping | $136,726 |
HAWLEY TROXELL1 year Service code 29 · EIN 82-0259668 | Legal | $5,184 |
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 | $58,209 | $77,559-24.9% | $68,793-15.4% | $75,289-22.7% |
| Participation rate | 96.0% | 78.3%+17.7pp | 72.2%+23.7pp | 72.4%+23.5pp |
| Annual return | -5.16% | -1.01%-4.1pp | -4.63%-0.5pp | -0.04%-5.1pp |
| Employer contribution / active EE | $3,658 | $1,993+83.6% | $2,625+39.4% | $2,405+52.1% |
| Participant deferral / active EE | $4,027 | $3,128+28.7% | $3,311+21.6% | $3,739+7.7% |
| Admin fee / account holder | $53 | $90-40.9% | $5,131-99.0% | $102-47.8% |