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 | $431,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,677 | $98,780+20.1% | $60,874+95.0% | $77,904+52.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 73.1%+26.9pp | 73.7%+26.3pp |
| Annual return | -12.66% | -11.56%-1.1pp | 16.90%-29.6pp | 12.21%-24.9pp |
| Employer contribution / active EE | $8,180 | $3,605+126.9% | $2,701+202.8% | $2,848+187.3% |
| Participant deferral / active EE | $8,123 | $4,200+93.4% | $3,817+112.8% | $4,806+69.0% |
| Admin fee / account holder | $52 | $89-41.2% | $3,224-98.4% | $133-60.7% |