Filed October 3, 2022 (most recent of 3 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 48-1205033 | Recordkeeping | $40,821 |
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 | $30,492 | $81,537-62.6% | $149,718-79.6% | $69,631-56.2% |
| Participation rate | 99.7% | 86.1%+13.5pp | 87.1%+12.6pp | 70.7%+29.0pp |
| Annual return | 21.78% | 22.79%-1.0pp | 1501.63%-1479.9pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $1,616 | $3,239-50.1% | $5,445-70.3% | $2,032-20.5% |
| Participant deferral / active EE | $3,119 | $4,994-37.5% | $6,569-52.5% | $3,224-3.2% |
| Admin fee / account holder | $97 | $107-9.3% | $11,283-99.1% | $110-12.2% |