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 | $97,343 |
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 | $14,153 | $48,835-71.0% | $170,442-91.7% | $177,276-92.0% |
| Participation rate | 86.5% | 72.1%+14.4pp | 83.6%+2.9pp | 74.8%+11.7pp |
| Annual return | 18.11% | 19.44%-1.3pp | 205.93%-187.8pp | 21.25%-3.1pp |
| Employer contribution / active EE | $3,076 | $1,798+71.1% | $5,433-43.4% | $2,479+24.1% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $13 | $52-75.9% | $13,880-99.9% | $154-91.9% |