Filed December 8, 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 35-0145825 | Recordkeeping | $46,785 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,929 | $91,407-6.0% | $135,903-36.8% | $71,457+20.3% |
| Participation rate | 94.9% | 75.7%+19.2pp | 81.9%+13.0pp | 67.9%+27.0pp |
| Annual return | 14.72% | 29.90%-15.2pp | 68.23%-53.5pp | 28.85%-14.1pp |
| Employer contribution / active EE | $5,557 | $3,703+50.0% | $4,856+14.4% | $2,588+114.7% |
| Participant deferral / active EE | $6,338 | $7,092-10.6% | $7,758-18.3% | $4,289+47.8% |
| Admin fee / account holder | $13 | $1,266-99.0% | $10,762-99.9% | $1,587-99.2% |