Filed October 10, 2024 (most recent of 8 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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $31,093 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,299 | $43,110-76.1% | $156,549-93.4% | $65,292-84.2% |
| Participation rate | 86.2% | 69.3%+16.9pp | 84.0%+2.2pp | 72.4%+13.8pp |
| Annual return | 9.55% | 11.24%-1.7pp | 32.23%-22.7pp | 11.84%-2.3pp |
| Employer contribution / active EE | $3,017 | $1,702+77.3% | $5,501-45.2% | $2,302+31.1% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $4 | $47-91.2% | $13,027-100.0% | $57-92.8% |