Filed November 5, 2020
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 64 · EIN 71-0294708 | Recordkeeping Fees | $102,511 |
Service code 99 · EIN 47-1411118 | Other Fees | $23,821 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,975 | $56,485-50.5% | $185,823-84.9% | $86,799-67.8% |
| Participation rate | 79.4% | 65.5%+13.9pp | 81.7%-2.3pp | 72.3%+7.1pp |
| Annual return | 15.88% | 118.04%-102.2pp | 122.05%-106.2pp | 97.91%-82.0pp |
| Employer contribution / active EE | $257 | $1,843-86.1% | $5,167-95.0% | $2,405-89.3% |
| Participant deferral / active EE | $1,736 | $2,553-32.0% | $5,568-68.8% | $4,131-58.0% |
| Admin fee / account holder | $116 | $150-22.7% | $16,237-99.3% | $170-31.8% |