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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $468,017 |
Service code 13 · EIN 13-1624203 | Contract Administrator | $24,199 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,177 | $105,179+23.8% | $64,056+103.2% | $80,160+62.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 72.3%+27.7pp | 72.9%+27.1pp |
| Annual return | 16.25% | 20.34%-4.1pp | 33.69%-17.4pp | 40.38%-24.1pp |
| Employer contribution / active EE | $8,242 | $3,311+149.0% | $2,747+200.1% | $2,978+176.8% |
| Participant deferral / active EE | $8,237 | $4,020+104.9% | $3,880+112.3% | $5,017+64.2% |
| Admin fee / account holder | $47 | $113-58.3% | $3,068-98.5% | $145-67.4% |