Filed December 8, 2022 (most recent of 2 filings on file)
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 13-3689044 | Recordkeeping | $386,418 |
Service code 15 · EIN 13-1624203 | Recordkeeping | $13,002 |
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 | $131,772 | $105,581+24.8% | $70,449+87.0% | $90,288+45.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.1%+24.9pp | 73.4%+26.6pp |
| Annual return | 12.92% | 14.78%-1.9pp | 109.03%-96.1pp | 53.97%-41.0pp |
| Employer contribution / active EE | $5,835 | $3,304+76.6% | $2,737+113.2% | $2,524+131.2% |
| Participant deferral / active EE | $8,235 | $3,813+116.0% | $3,709+122.1% | $4,232+94.6% |
| Admin fee / account holder | $48 | $68-29.5% | $3,845-98.8% | $114-58.3% |