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 | $84,674 |
Service code 99 · EIN 47-1411118 | Other Fees | $22,763 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,304 | $47,126-46.3% | $149,673-83.1% | $74,419-66.0% |
| Participation rate | 83.1% | 63.4%+19.7pp | 78.8%+4.3pp | 70.7%+12.3pp |
| Annual return | 17.05% | 22.75%-5.7pp | 134.42%-117.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $610 | $1,905-68.0% | $4,818-87.3% | $2,637-76.9% |
| Participant deferral / active EE | $2,176 | $2,728-20.2% | $5,680-61.7% | $4,528-51.9% |
| Admin fee / account holder | $85 | $343-75.1% | $13,210-99.4% | $348-75.5% |