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 | $477,330 |
Service code 15 · EIN 13-1624203 | Recordkeeping | $10,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,139 | $120,057+20.1% | $75,696+90.4% | $93,030+54.9% |
| Participation rate | 100.0% | 77.3%+22.7pp | 74.8%+25.2pp | 73.9%+26.1pp |
| Annual return | 13.63% | 19.62%-6.0pp | 104.53%-90.9pp | 158.70%-145.1pp |
| Employer contribution / active EE | $6,686 | $3,253+105.5% | $2,743+143.8% | $2,706+147.1% |
| Participant deferral / active EE | $7,705 | $4,089+88.4% | $3,821+101.6% | $4,562+68.9% |
| Admin fee / account holder | $53 | $81-34.8% | $3,619-98.5% | $152-65.0% |