Filed May 29, 2019
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 04-2647786 | Recordkeeping Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,035 | $54,517+2.8% | $75,972-26.2% | $74,495-24.8% |
| Participation rate | 67.9% | 60.3%+7.6pp | 69.1%-1.1pp | 67.2%+0.7pp |
| Annual return | 11.81% | 31.82%-20.0pp | 359.55%-347.7pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,319 | $1,777+30.5% | $2,685-13.6% | $2,623-11.6% |
| Participant deferral / active EE | $6,227 | $3,066+103.1% | $4,255+46.3% | $4,346+43.3% |
| Admin fee / account holder | $402 | $2,229-82.0% | $6,467-93.8% | $1,942-79.3% |