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 | $61,073 |
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 | $103,938 | $101,317+2.6% | $146,958-29.3% | $74,495+39.5% |
| Participation rate | 92.6% | 75.5%+17.1pp | 82.2%+10.5pp | 67.2%+25.4pp |
| Annual return | 12.87% | 8730.91%-8718.0pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $5,244 | $3,810+37.6% | $4,933+6.3% | $2,623+99.9% |
| Participant deferral / active EE | $6,830 | $7,303-6.5% | $8,070-15.4% | $4,346+57.2% |
| Admin fee / account holder | $24 | $1,739-98.6% | $12,998-99.8% | $1,942-98.8% |