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 | $85,249 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,054 | $44,007-65.8% | $154,107-90.2% | $68,904-78.2% |
| Participation rate | 85.6% | 70.0%+15.6pp | 83.0%+2.6pp | 74.1%+11.5pp |
| Annual return | -5.99% | 8.15%-14.1pp | 735.12%-741.1pp | 1.07%-7.1pp |
| Employer contribution / active EE | $3,141 | $1,732+81.4% | $5,298-40.7% | $2,540+23.7% |
| Participant deferral / active EE | $0 | $2,813-100.0% | $5,081-100.0% | $4,015-100.0% |
| Admin fee / account holder | $11 | $65-83.2% | $13,411-99.9% | $71-84.7% |